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
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Retirement Plan Choices for Small Businesses
Retirement choices can be intimidating. Picking the right strategy.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Infographic: Financial Fears
One of the most robust findings of behavioral finance is that we tend to fear high-profile, low-probability events while...
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Are You Prepared for an Estate Tax Sunset?
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
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Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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What is Life Insurance? Part 1
What is Life Insurance? Part 1
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.