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Thanks for visiting!

Whether you came to the site through a search, saw one of my news interviews, or found me on social media, welcome to a different look, taste and feel than you will find with the majority of the financial industry.

  • Have you been investing for years with a big firm and feel like just a number? 
  • Have you invested on your own and decided that you finally want to have the help of a professional? 
  • Do you just want to have a second opinion on what you are doing? 
  • Have you come into money and don't even know where to start?
  • Have you changed jobs and heard of a rollover and are slightly intimidated and don't know where to start?
  • Is retirement approaching and you want to know where you stand?

I am here to help!  I hope that you will find some of the information on my website helpful for your financial life.  I always offer a consultation free of charge without the high pressure sales approaches or million dollar that plagues the financial industry and just makes clients feel crummy.  If you are a regular person who just wants the help of a professional, be sure to reach out and lets talk!  Fill out an information request on the side bar and I will reach out at my earliest convenience. 


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Helpful Content

Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

 

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?

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

The Best Apps in Travel

Technology tips to make your next trip even better.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

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