Our first priority is helping you take care of yourself and your family. 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, slideshows, and calculators designed to help you learn more. As you search our site, 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.Contact Us
We can help take some of the mystery out of preparing for your financial future.Learn More
Special insight and perspective to help business owners pursue their objectives and success.Learn More
Let us provide you with guidance that can help you understand and better define your financial goals.Learn More
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Don’t Myth Out on Whole Life
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
Let’s suppose you’re reading this on your phone. You’re wearing clothes that you bought online, and you’re on your way to...
Think about your investment in your business. It’s not simply a business, it’s your life’s work.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Bonds may outperform stocks one year only to have stocks rebound the next.
Are you showing your paycheck the love it deserves?
So you think you know what it means to be financially literate? See if your knowledge stands up against this infographic.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
How federal estate taxes work, plus estate management documents and tactics.
Even low inflation rates can pose a threat to investment returns.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are three things to consider before dipping into retirement savings to pay for college.
Making the most of surprises is a great reason to work with us.
All about how missing the best market days (or the worst!) might affect your portfolio.