Welcome! I hope that you will find this to be the home for your financial planning needs and the beginning of a long lasting relationship. As an independent, fee based Certified Financial PlannerTM professional, I can help you with a plan to help you achieve your financial goals. This is where you will find a relationship that will last you through all of your life cycles and someone who speaks in terms you will understand. I want to work with you and grow with you so that 30 and 40 years down the road you can say that our relationship was one of the most important relationships in your life.
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Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Being healthy not only makes you feel good, it may also help you financially.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Bonds may outperform stocks one year only to have stocks rebound the next.
This worksheet can help you estimate the costs of a four-year college program.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
What are your options for investing in emerging markets?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Recent changes in estate tax laws could affect the strategy you have in place.
Are you ready for retirement? Here are five words you should consider.