I often begin a conversation with
"What's important about money to you?
When you really stop and take that in, isn't it about living a life that resonates down deep within? Afterall, planning is about envisioning your future.
That's where I come in.
We collaborate to accomplish a plan that is engineered to make those dreams, a reality.
I hope your visit to this website will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.
Web commentaries and newsletters are updated weekly, and you may view your accounts online here, so make this site one of your "favorites" and check back often.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Rightsizing for Retirement
What does your home really cost?
Your credit score may influence how much you pay for auto and home insurance.
Marriage changes everything, including your insurance needs.
These food myths will really put a drain on your wallet.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
What’s the deal with your yearly free credit report?
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
That big list of dreams and goals isn't the only way to look at your bucket list.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
You’ve made investments your whole life. Work with us to help make the most of them.
$1 million in a diversified portfolio could help finance part of your retirement.
Are you ready for retirement? Here are five words you should consider.