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.
Helpful Content
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
Saving for College 101
Here’s a crash course on saving for college.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.