Our first priority is 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.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
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.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
A four-step framework for building a personal legacy.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Is your estate in order? This short quiz may help you assess your overall strategy.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What is your plan for health care during retirement?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There are hundreds of ETFs available. Should you invest in them?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.