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
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Infographic: The ABCs of Financial Literacy
So you think you know what it means to be financially literate? See if your knowledge stands up against this infographic.
Tax Deductions: Catch Them All!
Most of us pay too much in taxes because we aren’t aware of all the tax deductions available.
How to Spend Smart to Improve Cash Flow
Congratulations — your business is profitable! Have you considered how much of those profits to reinvest in your business?
Business Boosters: Holding on to Talent
No matter what business you’re in, once you start hiring employees, you get into the people business.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
As of Today, You’re Different.
Help others achieve life-long financial balance with just a desire to be something different.
View all articles 
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
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.
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.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.