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.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
The 5 retirement investments you should know about
Learn the basics of investing for your retirement with this glossary.
Financial well-being for everyone: Affordable whole life
New types of policies put whole life protection within reach and make the application process simpler than ever.
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Lifestyle considerations in creating your retirement portfolio.
Three important factors when it comes to your financial life.
Here's a breakdown of how the federal government spends your tax money.
Understanding how a stock works is key to understanding your investments.
The Pros and Cons of Banking Your Money
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
What is your plan for health care during retirement?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Investors seeking world investments can choose between global and international funds. What's the difference?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?