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!
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Social Security: The 64,000 Dollar Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Healthy habits are one of the greatest gifts to give your child.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
It may help your business be better prepared in the event of the death of a principal or key employee.
How literate are you when it comes to your finances? Brush up with these five basics.
There are benefits and limitations when you decide to donate stock.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you may need to save for retirement.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
It's easy to let investments accumulate like old receipts in a junk drawer.
Check out this video to begin separating fact from fiction.
What if instead of buying that vacation home, you invested the money?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.