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
Tax Deductions: Catch Them All!
Most of us pay too much in taxes because we aren’t aware of all the tax deductions available.
4 Ways Whole Life Insurance Can Help with Business Expenses
Owning a small business is a dream for millions of Americans. Starting a business is exciting. It is also a huge commitment that comes with a unique set of challenges....
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Business Boosters: Tips for Building a Team
Here are a few tips on how to recruit, hire and onboard employees who fit your culture and share your passion to succeed.
Millennial Money Myths: Buying a Car is Better Than Leasing
During difficult economic times, it is even more critical to be smart about where you spend your money. And it is essential to do your homework so...
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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?”
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Emerging Market Opportunities
What are your options for investing in emerging markets?
When the Unexpected Becomes Reality
Disability happens to more people, more often than you may think, and it lasts longer, too.