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 focus on creating customized financial strategies that incorporate life insurance and its many benefits into your comprehensive financial plan.
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and risks that may be addressed through a long-term investment approcah.
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 well being. 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 are key factors in working with our clients.
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
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
View all articles 
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
View all calculators
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Surprises
Making the most of surprises is a great reason to work with us.