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
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Resolutions to Help Build Financial Independence
Pursue financial independence next year with a few simple but empowering resolutions.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Steps to Protecting a Child with Disabilities
Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
401(k) vs. IRA: What You Should Know
Which is better: 401(k) or IRA? Maybe it shouldn't be an either/or scenario. Let's explore this retirement savings debate.
Personalize Your Wealth Strategy with Diverse Investments
Wondering if there's one right way to invest? Learn why a personalized approach can help you pursue your financial goals.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.