WELCOME
Our philosophy for financial freedom for you is based on the following cornerstones of my practice, which we utilize in serving every client:
First, we strive to do no harm, by instituting Asset Protection, making sure proper asset protection strategies such as insurance are in place.
Secondly, a strong emphasis is placed on Asset Growth, by initially working to understand an individual's needs and goals, then striving to grow those assets we have set aside for you to pursue greater wealth.
Finally, we make a conscious effort to devote attention from the start to Retirement Income Planning.
What You Can Explore On This Website:
Helpful Content
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
View all articles 
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
View all calculators
Retirement Redefined
Around the country, attitudes about retirement are shifting.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
When Markets React
When markets shift, experienced investors stick to their strategy.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.