Who I Am
I am a highly-certified independent financial advisor passionate about making a change in the lives of those around me.Learn More
While growing my business is important, I am first and foremost motivated to help as many people as I can prepare for one of life’s most significant milestones.Learn More
How I Help
I work with my clients to plan holistically for their retirement. We address the physical, mental, social, and financial aspects of retirement.Learn More
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Couples may be able to head off many of the problems in a marriage that money can cause.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Knowing the rules may help you decide when to start benefits.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
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.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Even low inflation rates can pose a threat to investment returns.
Here is a quick history of the Federal Reserve and an overview of what it does.