Your Life. Your Plan.
Whatever stage of life you are in, we want to be there every step of the way in helping you achieve financial success. We specialize in creating customized financial strategies that incorporate life insurance and its many benefits into your comprehensive financial plan; allowing your money to grow tax free, be removed tax free, and to transfer tax free.
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.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
One way to find money is to examine your current spending habits and eliminate money wasters.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Medicare’s popular program, offering free gym membership and health education.
When to start? Should I continue to work? How can I maximize my benefit?
It's important to make sure your retirement strategy anticipates health-care expenses.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There are a few things to consider when buying or leasing your next vehicle.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What are your options for investing in emerging markets?
Imagine your ideal post-pandemic retirement with this animated video.
Understanding the cycle of investing may help you avoid easy pitfalls.