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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.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Three important factors when it comes to your financial life.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Here are five facts about Social Security that are important to keep in mind.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
How to help determine life insurance needs to provide for your family after you pass away.
Understanding how capital gains are taxed may help you refine your investment strategies.
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 shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
When you retire, how will you treat your next chapter?
The market is as unpredictable as the weather. We'd love to help you prepare.
Doing your research is key before buying a vacation home.
Do you know how to set up your financial goals for success? This knight does.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
If you died, what would happen to your email archives, social profiles and online accounts?