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
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
A look inside the U.S. government's statistics on household net worth.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Lifestyle considerations in creating your retirement portfolio.
How long does a $20 bill last?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Learn how to harness the power of compound interest for your investments.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
It’s never a bad time to speak with your financial advisor about changes in your situation.
There are hundreds of ETFs available. Should you invest in them?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Women must be ready to spend, on average, more years in retirement than men.