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
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Roadmap to Retirement: Tax & Investment Strategies
The journey into retirement requires a strategy. Check out these tax and investment strategies to help you grow your wealth.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.