Your Financial Future
Since 1970 - Strategies for Building, Protecting, and Transferring Wealth
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 financial 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.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Lifestyle considerations in creating your retirement portfolio.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Calculating your potential Social Security benefit is a three-step process.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to compare the future value of investments with different tax consequences.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
The market is as unpredictable as the weather. We’d love to help you prepare.
How do the markets usually react to elections? Was the 2016 election any different?
There are a few things to consider when buying or leasing your next vehicle.
There are hundreds of ETFs available. Should you invest in them?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.