The Living Balance Sheet ®
What if you could work with a professional who took a completely different approach to money management?
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.
The 12 Steps to Living Confidently: The Small Business Dream
Starting a small business? First, take care of the basics. 5 essential steps to help position your new business for success.
Looking to Improve Your Financial Future?
Consolidating financial accounts onto one platform can help you spell out a clearer financial future.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Discover how to build a retirement plan that guarantees income no matter how long you live.
Americans are living longer. But will your money keep pace? Discover retirement planning strategies to keep you covered.
Whole life insurance can help to diversify a financial portfolio.
Approximately 20% of U.S. adults have a disability, according to the CDC.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
How federal estate taxes work, plus estate management documents and tactics.
That big list of dreams and goals isn't the only way to look at your bucket list.
Do you have causes that you want to support with donations?
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
How does your ideal retirement differ from reality, and what can we do to better align the two?
What does your home really cost?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.