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
A love story of financial well-being
Hear from Guardian clients Ed and Mary Ann - A love story of financial well-being
5 ways caregivers can prioritize their well-being
If you’re a caregiver, try these self-care tips to give yourself a mental and physical boost
U.S. Personal Savings Rate
What can be learned from the savings rate?
U.S. Personal Savings Rate
What can be learned from the savings rate?
Financial planning for your special needs child
Financial planning tips, including ABLE accounts and special needs trusts, for parents of children with special needs.
Key Considerations When Designing a Retirement Plan
For many business owners today, retirement planning is important for both their own and their employees’ financial future
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
How to consider inflation into your retirement strategy
How will inflation impact your retirement? Learn how to factor price increases into your long-term financial strategy.
Finding calm during volatile markets
During volatility, avoid “panic moves” and consider ways to diversify, including annuities and whole life insurance
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How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?