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.
Determine your potential long-term care needs and how long your current assets might last.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Five creative (and inexpensive) ideas for motivating your employees.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Good employee health can be great for the company’s bottom line.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
To choose a plan, it’s important to ask yourself four key questions.
Explore the growing influence women wield over the economy with this handy infographic.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
How federal estate taxes work, plus estate management documents and tactics.
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.
What is your plan for health care during retirement?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
When you retire, how will you treat your next chapter?
Learn how to harness the power of compound interest for your investments.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Do you have causes that you want to support with donations?