Who I Work With
I'm not a good fit for everyone, are you?
Learn MoreHow I Work
Take a peek into how I help people like you achieve their goals…
Learn MoreWhat I Do
Listening, Educating, Analyzing, Planning, Implementing…
Learn MoreFinancial Clarity through Refreshing Honesty
In today’s day and age, there is not enough education, too much information out there, not enough time, and too many distractions for the average person to plan effectively for their financial lives. I believe that the financial planning process can be a cool experience and I serve people who are too busy managing the rest of their busy lives to fully dive into the weeds of finance.
Helpful Content
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
How Income Taxes Work
A quick look at how federal income taxes work.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
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Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.