Who I Work With
I'm not a good fit for everyone, are you?
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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
4 Steps to Protecting a Child with Disabilities
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.