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.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Being healthy not only makes you feel good, it may also help you financially.
One way to find money is to examine your current spending habits and eliminate money wasters.
A quick look at how federal income taxes work.
It's important to understand the pros and cons when considering a prepaid debit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
That big list of dreams and goals isn't the only way to look at your bucket list.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What does your home really cost?
There are three things to consider before dipping into retirement savings to pay for college.
Peer-to-peer payment apps are one of the newest ways to send money.
Here’s a quick guide to checking to see if you have unclaimed money.