Financial Planning
Investments
Retirement Plans
Insurance
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.
Helpful Content
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Year-End Moves to Help You Prepare for Retirement
Smart end-of-year moves to protect your wealth and help you get prepared for a confident retirement.
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Surprises
Making the most of surprises is a great reason to work with us.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.