Welcome to my website-an information resource designed to help you plan your financial goals.

This site will not only introduce you to my investment philosophy and services, but it will also offer a wealth of educational materials - articles, newsletters, calculators, and other tools - designed to keep you up-to-date on financial issues, strategies, and trends. This web site was created to help you gain a better understanding of the financial concepts and wealth management solutions available relating to portfolio management, retirement and estate planning, college funding and risk management. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.
We 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. We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance.
Newsletters
-
Eight Ideas for Smarter Holiday Shopping
Whether shopping online or hitting the mall this holiday season, these tips might help save time and money.
-
Charitable Gifts of Life Insurance
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
-
Eight Great Investing Quotes
This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.
-
Making the Most of Your Credit Card
Credit cards are being used more than ever. This article offers suggestions for choosing and using a credit card.
Calculators
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.