Your Financial Future
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 health. 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 for a financial blueprint.
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.
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values nor is past performance a guarantee of future results.
Click here to see if your risk and portfolio match
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Learn a little about worldwide currency in this fun infographic
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Even low inflation rates can pose a threat to investment returns.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
There are a few things to consider when buying or leasing your next vehicle.
It’s never a bad time to speak with your financial advisor about changes in your situation.