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.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Here are six flags that may make your tax return prime for an IRS audit.
A look at how variable rates of return impact investors over time.
It's important to understand how inflation is reported and how it can affect investments.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
The item most homeowners forget on their home improvement project checklist is insurance.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
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.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you have causes that you want to support with donations?
Learn how to harness the power of compound interest for your investments.
A bucket plan can help you be better prepared for a comfortable retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.
An amusing and whimsical look at behavioral finance best practices for investors.
$1 million in a diversified portfolio could help finance part of your retirement.