Our first priority is your 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 me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Understanding how capital gains are taxed may help you refine your investment strategies.
This article may help you maximize the benefits of your donation for your chosen charity.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
Check out this video to begin separating fact from fiction.
Learn about the difference between bulls and bears—markets, that is!
Learn about cyber liability insurance in this entertaining video.
It's easy to let investments accumulate like old receipts in a junk drawer.
There are thousands of ETFs available. Should you invest in them?