Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. 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, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, 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.
Helpful Content
Looking to Improve Your Financial Future?
Consolidating financial accounts onto one platform can help you spell out a clearer financial future.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Five Ways to Help Make Your Money Last Longer
Americans are living longer. But will your money keep pace? Discover retirement planning strategies to keep you covered.
Retirement Victory Lap
A confident retirement begins with a plan.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Couples and Money
Did you know money is a leading cause for break-ups and divorce among couples?
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Student Loan Protection
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?