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
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Business Boosters: Holding on to Talent
No matter what business you’re in, once you start hiring employees, you get into the people business.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Defining Your Priorities
Achieving a long-term goal, like retirement, starts by taking small actions today.
Father Knows Best
Financial behaviors you learned from dad may be influencing your own confidence in managing money.
Take the Stage: Commitment and the Money Conversation
Congratulations, you’re ready to commit. Perhaps you now share keys to the same front door or there’s a ring in your future.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Your Financial Family Tree
What lessons can you learn from your family members, and what can they learn from you?
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Don’t Myth Out on Whole Life
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Student Loan Protection
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?