Your Financial Future
We live in crazy economic and political times. One affects the other and it all affects us. It creates challenges. But along with these challenges come opportunities and potential rewards. You are either growing, preserving what you have or losing ground, depending on your strategy. Without a game-plan to grow or preserve what you have, it is more likely you will lose ground.
If you are facing retirement and want your dollars to last longer than you think they can, you should call me for a free consultation on how simple distribution strategies may help change the quality of your retirement lifestyle.
If you are growing your retirement but worried that one market correction could set your retirement back ten years, you should call me.
If you don't think that you might be able to achieve similar returns to what you have been getting, while attempting to reduce risk, you really should call me today to see if you can!
If you want to pass your estate on to your children, grandchildren or favorite charity and would like to avoid some typical costly mistakes, you should call me.
In short, if you want to know what your options are, you should call me today for a free consultation. Now would not only be a good time, it would be the best time. Give me a call now.
We are just one phone call away from becoming friends. My first priority is your overall financial success. I 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 success. Call me.
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, email me regarding any questions you may have about any particular investment concepts or products. I will get back to you quickly with a thoughtful answer. If you want a quicker answer, call me.
Helpful Content
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
View all presentations
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.