Broker Check

Company Name - City, State

 
Mind of a Capitalist, Heart of a Social Worker Addressing All Seasons of Retirement Resources for All Making a Difference

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

My Philosophy

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

Helpful Content

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

 

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Insurance Needs Assessment:When You're Married With Children

When you’re married and have children, insurance needs will be different.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

View all articles arrow

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

View all videos arrow