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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.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Guaranteed income can safeguard against running out of money.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Women are becoming entrepreneurs at five times the national average1 — and their businesses are powering the economy, employing nearly 7.9 million people and generating $1.4 trillion in sales.
Losing a job is never easy, even under normal circumstances. Losing a job or needing to take extended time off of work due to mental illness, however, comes with its own unique set of pressures to navigate
Financial Independence, Retire Early (FIRE), also known as radical savings, encourages aggressive saving to retire by age 40.
Retirees traveling abroad need to know that their health insurance travels with them.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Here’s a quick guide to checking to see if you have unclaimed money.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Agent Jane Bond is on the case, cracking the code on bonds.
There’s an alarming difference between perception and reality for current and future retirees.
Learn about cyber liability insurance in this entertaining video.