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An Approach Designed For You Live For Today AND Plan For The Future Your Wealth. Your Choice.

Investment Strategy

Consistent, non-emotional, long term choices.

Focused On You

There’s more than investing capital to accomplishing your goals.

Starting With The End In Mind

We work as a team to get there.

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 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.

Helpful Content

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

 

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.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Surprises

Making the most of surprises is a great reason to work with us.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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