As your Personal Financial Consultant, I see myself as the captain/navigator of your ship. My job is to assist you in getting to your family’s financial and investment goals, with the least worry. I can’t promise you no problems, but I can promise that I’ll utilize my experience and expertise to take you on the smoothest trip that I can. And if we do hit problems, I won’t "jump ship" on you. I’ll be your teammate throughout until we get you to your destination.
Have You Charted Your Financial Course Yet?
Newsletters
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Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
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Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
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HOT TOPIC: Rescuing America’s Safety Net
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
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New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?