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.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
There’s a link between debt and stress.
The uncertainties we face in retirement can erode our sense of confidence.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
For many, retirement includes contributing their time and talents to an organization in need.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you have causes that you want to support with donations? Here are three tips.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The decision whether to buy or rent a home may have long-term implications.
A bucket plan can help you be better prepared for a comfortable retirement.