WELCOME!
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
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Income Tax Strategies to Help You Live Your Ideal Retirement
Wondering how to manage retirement savings? Learn tax-efficient strategies to manage withdrawals and preserve your nest egg.
A Comprehensive Guide to Navigating Life's Transitions
Check out this comprehensive guide to all the stages of your financial life cycle as you navigate each life transition.
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.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Rightsizing for Retirement
What does your home really cost?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.