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
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
A change in your mindset during retirement may drive changes to your portfolio.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
How Medicare can address health care needs in your retirement strategy.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
How literate are you when it comes to your finances? Brush up with these five basics.
Estimate how much you have the potential to earn during your working years.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Here’s a crash course on saving for college.
Have you explored all your options when it comes to managing your taxable income?
Agent Jane Bond is on the case, cracking the code on bonds.
What is your plan for health care during retirement?
How does your ideal retirement differ from reality, and what can we do to better align the two?