Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial balance. 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, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, 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.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Here are 4 great, and sometimes unexpected, places to raise a family.
There are good ways to retire and bad ways to retire. Retire the right way by better understanding Social Security.
Having an additional payment option in your wallet comes with advantages. Say you’re strapped for cash but your preteen needs a new bike, you can simply....
Can money buy happiness? Discover spending habits that can increase your satisfaction today and throughout your retirement.
Discover why we need to plan the future for future generations today.
What can the rest of us learn from millennials’ desire to embrace all of life in the moment?
How federal estate taxes work, plus estate management documents and tactics.
What does your home really cost?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
That big list of dreams and goals isn't the only way to look at your bucket list.
Disability happens to more people, more often than you may think, and it lasts longer, too.
How does your ideal retirement differ from reality, and what can we do to better align the two?