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I provide personalized tax, financial and investment management services to individuals and businesses.
I offer retirement planning, education planning, risk management and so much more. I offer my clients a multi-faceted approach to address their growing financial needs.
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 success. 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.
Helpful Content
Emerging Market Opportunities
What are your options for investing in emerging markets?
U.S. Personal Savings Rate
What can be learned from the savings rate?
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Preserve, Grow, and Give: Year-End Wealth Planning
Help preserve, grow, and pass on your wealth and legacy to future generations through smart year-end planning strategies.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Building a Plan: Tax Strategies for Retirement Income
Ready to live your ideal retirement? Learn tax-efficient withdrawal strategies to help make your savings work harder for you.
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Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.