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.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Here are five facts about Social Security that are important to keep in mind.
Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
There are many types of life insurance policies that can help protect you and your family. Term life insurance can be an attractive choice for millennials who are...
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
This calculator can help you estimate how much you should be saving for college.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
How will you weather the ups and downs of the business cycle?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
When markets shift, experienced investors stick to their strategy.
Even low inflation rates can pose a threat to investment returns.
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.