I work with individuals and families, while they are still working and during retirement, to help them address their estate planning and investment management needs.Learn More
I work with my clients to develop and implement sound investment strategies that mirror both their financial objectives and their level of risk tolerance.Learn More
I combine my personal knowledge and experience to provide qualified plan services, such as advanced plan design and support, that address the needs of every client organization.Learn More
I provide insurance analysis to match my clients and their families with products that will help protect them against the cost of accidents, illness, disability, and death.Learn More
MY PROMISE TO YOU
My mission is to combine in-depth investment product knowledge with the highest quality service to help my clients build wealth in a manner consistent with their goals. I will always act in my client's best interests and will at all times observe the highest professional ethics and standards.
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Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
The tax rules that govern donating art are complex and confusing. Take a closer look.
To choose a plan, it’s important to ask yourself four key questions.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Knowing the rules may help you decide when to start benefits.
Gaining a better understanding of municipal bonds makes more sense than ever.
Calculating your potential Social Security benefit is a three-step process.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
What if instead of buying that vacation home, you invested the money?
Recent changes in estate tax laws could affect the strategy you have in place.
Taking your Social Security benefits at the right time may help maximize your benefit.
Are you ready for retirement? Here are five words you should consider.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
You’ve made investments your whole life. Work with us to help make the most of them.