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—looking to protect your retirement--or looking to better understand certain investment ideas—we can help you address your most pressing money 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. We will ask the questions that uncover your concerns(some of which you may have never thought about) and help you identify what is most important for you. 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.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Important items to consider when purchasing condo insurance.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
There are four very good reasons to start investing. Do you know what they are?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Making the most of surprises is a great reason to work with us.
Here are five facts about Social Security that might surprise you.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Learn how to harness the power of compound interest for your investments.