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 our website, send us 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.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Tax preparation may be the perfect time to give the household budget a check-up.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
How does your ideal retirement differ from reality, and what can we do to better align the two?
It’s never a bad time to speak with your financial advisor about changes in your situation.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learn how to harness the power of compound interest for your investments.