Your Financial Future
You might have an attorney, an accountant, a stockbroker and an insurance agent; but who is coordinating all of your financial affairs? Who works with you to help ensure that decisions made are aligned with your financial goals? In these volatile times, financial planning is no longer a do-it-yourself project. There has never been a time when there was a greater need for competent advice and compassionate planning services.
We are a fee-based financial services firm dedicated to providing hands-on advice, service, and support. Our Financial Second Opinion™ program is a comprehensive investment analysis tool that can help you work towards reaching your goals.
We want our clients to be as informed as possible, so our site is filled with educational videos, articles, presentations, and calculators. Please feel most welcome to send me a note regarding any questions you may have about your situation or any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Helpful Content
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.