Our first priority is your helping you take care of yourself and your family. 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.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Here are 4 great, and sometimes unexpected, places to raise a family.
Military families face unique challenges, making personal finance even more critical.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
You’ve made investments your whole life. Work with us to help make the most of them.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you know these three personal finance sayings?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There are a few things to consider when buying or leasing your next vehicle.
For women, retirement strategy is a long race. It’s helpful to know the route.