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.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
For some, the social impact of investing is just as important as the return, perhaps more important.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
When do you need a will? The answer is easy: Right Now.
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Around the country, attitudes about retirement are shifting.
Pundits say a lot of things about the markets. Let's see if you can keep up.