As a financial advisor I would like to help you with the financial matters that keep you up at night.

I want you to understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with skilled professionals to pursue your financial goals.

I'm here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. I frequently update our information, and I wouldn’t want you to miss any developments in the area of personal finance.

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Newsletters

Calculators

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.