Clarify your goals. Enhance your confidence in your ability to achieve them.

Helping families take control of their financial lives means helping them develop a sensible and flexible investment plan. This is the cornerstone of my practice.

We always begin with a conversation about your current financial situation. I’ll ask you about your lifetime goals: when you want to retire, the income you need for a comfortable retirement, the money you might need for your children’s or grandchildren’s education, the financial help you may wish to give your aging parents.

Additional conversation will help us prioritize the rest of your goals. Then we can create a plan, which balances your goals with your needs.

We’ll implement your plan by choosing investments that support your goals without taking unnecessary risks or making unwanted lifestyle sacrifices.

Once a plan is in place it is not to be forgotten. Ongoing monitoring allows clients to easily answer the question: “how am I doing in achieving my family’s financial goals?”

My process is designed to help you live the one life you have the best way you can, without undue financial sacrifice or overexposure to risk.

 

Spring seminars are now scheduled. Check "My Calendar" for dates and times

 

 
Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Lease Payment

How much would your monthly lease payment be?

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Newsletters

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

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