Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, infiltrating the world of bonds.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, covering how bond laddering works.
Couples may be able to head off many of the problems in a marriage that money can cause.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Five creative (and inexpensive) ideas for motivating your employees.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Investors seeking world investments can choose between global and international funds. What's the difference?
With alternative investments, it’s critical to sort through the complexity.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Making the most of surprises is a great reason to work with us.