There is no Time like the Present to begin Planning for Your Future
Have you ever experienced that "AHA" moment when everything felt just right?
Let's plan for your financial success so you can achieve your "AHA" Financial moment!
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.
Call today for more information or to schedule a free consultation.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Apps that help small business owners better manage and grow their business.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
A few strategies that may help you prepare for the cost of higher education.
Life insurance proceeds are generally tax-free. But not in all cases.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Here’s a crash course on saving for college.
How do the markets usually react to elections? Was the 2016 election any different?
What does your home really cost?