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.
Don't let procrastination keep you from pursuing your financial dreams and goals.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Use this calculator to better see the potential impact of compound interest on an asset.
Every business wants to grow. But there’s a risk of extending your business so far, so fast that you hit the tipping point...
For many, retirement includes contributing their time and talents to an organization in need.
Earnings season can move markets. What is it and why is it important?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
The Pros and Cons of Banking Your Money
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
Principles that can help create a portfolio designed to pursue investment goals.
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.
The importance of life insurance, how it works, and how much coverage you need.
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are a few things to consider when buying or leasing your next vehicle.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
