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
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
The Business Cycle
How will you weather the ups and downs of the business cycle?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”