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
Are You Prepared for an Estate Tax Sunset?
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
How Stocks Work
Understanding how a stock works is key to understanding your investments.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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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.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
When Markets React
When markets shift, experienced investors stick to their strategy.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.