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.
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.Services We Offer Meet the Team Contact Us
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Probate can be a completely public process, or it can be managed to include as little information as possible.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
This calculator demonstrates the power of compound interest.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
There are three things to consider before dipping into retirement savings to pay for college.
What if instead of buying that vacation home, you invested the money?
You’ve made investments your whole life. Work with us to help make the most of them.
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, cracking the code on bonds.