Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and more. 

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with skilled professionals to pursue your financial goals.

My website is designed to help educate you about the basic concepts of financial management; to help you learn more about who I am; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit me often. Be sure to add my site to your list of "favorites" on your Internet browser.

Newsletters

Calculators

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.