Our first priority is helping you take care of yourself and your family. 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.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Is your estate in order? This short quiz may help you assess your overall strategy.
Currency has been around for a long time. Here’s a quick history lesson.
Even if you’re young and single, you should still consider protecting yourself.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
A quick look at how federal income taxes work.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Do you know how to set up your financial goals for success? This knight does.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Doing your research is key before buying a vacation home.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
