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We understand today’s financial environment. We know that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.Learn More
Understanding Today's Financial Environment
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. Sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
As a financial professional, I am committed to helping people just like you create a game plan for pursuing their dreams. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.
I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Is Tax Reform on the Agenda?
There’s been a lot of talk about Tax Reform. What might it look like?
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Tips on insuring your teen driver.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you know these three personal finance sayings?