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.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
In a good economy, smart business owners know that a benefits package needs to fan a candidate’s excitement for joining...
One of the best ways to love the people you care about is through properly protecting yourself, and them.
Protection. We’re obsessed with it these days.
Many small businesses are one person businesses.
Having a special needs child adds another layer of complexity to retirement planning. A special needs trust may help.
Approximately 20% of U.S. adults have a disability, according to the CDC.
How federal estate taxes work, plus estate management documents and tactics.
Do you know how to set up your financial goals for success? This knight does.
That big list of dreams and goals isn't the only way to look at your bucket list.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Disability happens to more people, more often than you may think, and it lasts longer, too.
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?