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.
We provide tax, accounting and consulting services with personalized attention and professional skill to individuals and businesses. If your dollars aren't making sense, call us!
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
One way to find money is to examine your current spending habits and eliminate money wasters.
Here are six flags that may make your tax return prime for an IRS audit.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
A letter of instruction provides additional and more personal information regarding your estate.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
There are ways to improve your physical fitness without denting your fiscal fitness.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are hundreds of ETFs available. Should you invest in them?
What does your home really cost?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Understanding the cycle of investing may help you avoid easy pitfalls.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.