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
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.