Integrated Planning for Business and Personals Goals
Our first priority is helping you take care of yourself and your family. 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, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We will get back to you quickly with a thoughtful answer.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Get ready to enjoy America’s national park system with this helpful article.
Term insurance is the simplest form of life insurance. Here's how it works.
Are you worried about your retirement savings? You’re not alone.
For many, retirement includes contributing their time and talents to an organization in need.
How Medicare can address health care needs in your retirement strategy.
Learn when it may not make sense to file a claim on your home insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Why are 401(k) plans, annuities, and IRAs so popular?
A bucket plan can help you be better prepared for a comfortable retirement.
Learn about what risk tolerance really means in this helpful and insightful video.
Learn how to harness the power of compound interest for your investments.
Have you explored all your options when it comes to managing your taxable income?
Taking your Social Security benefits at the right time may help maximize your benefit.