Caring
We can help you create an approach that is designed to address your unique situation.
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We aren't tied to products or services from a single company or family of companies but are free find those products and services that may be most appropriate for our clients.
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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 MoreUnderstanding 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.
Helpful Content
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Are You Prepared for an Estate Tax Sunset?
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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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.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
Emerging Market Opportunities
What are your options for investing in emerging markets?