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
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
How Big is Money?
Learn a little about worldwide currency in this fun infographic
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Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
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.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
When Markets React
When markets shift, experienced investors stick to their strategy.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.