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
Planning Your Legacy
Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The 12 Steps to Living Confidently: Legacy and Estate
You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Do You Know the Whole Life Story?
Whole life insurance can help to diversify a financial portfolio.
Financial Fixes: How to Get Out of the Minimum Payment Vorte
Did you know that U.S. households carry nearly $7000, in revolving credit card debt from month to month?
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
What Generation Z Employees Really Want
Bean-bag chairs, foosball tables, pizza Fridays, and work-where-you-want schedules became the business norm over the past...
View all articles 
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
Student Loan Protection
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Understanding Dividends
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
Don’t Myth Out on Whole Life
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
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.