Understanding Today’s Financial Environment
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 money 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.
Helpful Content
Build a Stronger Financial Future
Learn about a financial asset that can help you build a stronger financial future.
Layers of Protection
Take these five steps to protect your financial well-being before making any other changes.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
How Financially Literate Are You?
Every day, we make hundreds of financial decisions. Some are in-the-moment: Where should I buy my morning coffee? Others...
The 12 Steps to Living Confidently: Define Your Life Goals
It’s that time again. Time for a do-over. For those who seize the spirit of change, there’s a “new you” ahead.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Keep Your Credit Score on the Upswing
Your FICO score matters more than you may realize.
9 Facts About Social Security
There are things about Social Security that might surprise you.
5 Smart Ways to Mindfully Manage Your Money
Applying the principle of self-care, of mindfulness, to your financial life can make a significant difference for the better—not just in how you handle your personal finances on a daily basis...
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Understanding Dividends
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?