Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Building Your Legacy
A four-step framework for building a personal legacy.
You’ve made investments your whole life. Work with us to help make the most of them.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Second marriages are a trigger event to revisit any existing estate strategies.
There are common mistakes you can avoid when saving for retirement.
Tips to avoid checking in luggage on your next vacation.
One way to find money is to examine your current spending habits and eliminate money wasters.
One of the most common questions people ask about Social Security is when they should start taking benefits.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Enter various payment options and determine how long it may take to pay off a credit card.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Here is a quick history of the Federal Reserve and an overview of what it does.
Even low inflation rates can pose a threat to investment returns.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What does your home really cost?
The market is as unpredictable as the weather. We’d love to help you prepare.