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.
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.
Achieving a long-term goal, like retirement, starts by taking small actions today.
Financial behaviors you learned from dad may be influencing your own confidence in managing money.
Congratulations, you’re ready to commit. Perhaps you now share keys to the same front door or there’s a ring in your future.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Five creative (and inexpensive) ideas for motivating your employees.
What lessons can you learn from your family members, and what can they learn from you?
How federal estate taxes work, plus estate management documents and tactics.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
Make your retirement as exciting as your next vacation.
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Here’s a quick guide to checking to see if you have unclaimed money.
How does your ideal retirement differ from reality, and what can we do to better align the two?