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 Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.