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Our first priority is helping you take care of yourself and your family. 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.
Helpful Content
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
How to Support Local Businesses During a Pandemic
Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Emerging Market Opportunities
What are your options for investing in emerging markets?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.