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
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"