Your Partner for Success
My commitment is to help you work towards achieving all your financial goals and to provide you with a "worry-free" retirement. I consider it an honor and a privilege to help my clients work towards making sound decisions that will contribute toward a secure future. By providing impeccable client service to help reduce taxes and protecting assets by utilizing numerous investment products and strategies, I can help protect my client's lifestyle for a lifetime.
Please feel free to explore this site to gain a better understanding of my services and how I can help you plan for and meet your financial goals.
Helpful Content
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Why Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
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College Savings
See how much you may need to save now to cover future college costs for your child.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Rightsizing for Retirement
What does your home really cost?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.