Maximize Your Social Security
Using software, we analyze hundreds of possible election strategies and identify the one that offers the highest lifetime value. Electing Social Security is one of the biggest decisions you'll make about retirement. Many people stand to gain or lose more than $100,000 in benefits depending on how they make this one decision.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Knowing the rules may help you decide when to start benefits.
Second marriages are a trigger event to revisit any existing estate strategies.
Probate can be a completely public process, or it can be managed to include as little information as possible.
This worksheet can help you estimate the costs of a four-year college program.
Five creative (and inexpensive) ideas for motivating your employees.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A special needs trust helps care for a special needs child when you’re gone.
Making the most of surprises is a great reason to work with us.
$1 million in a diversified portfolio could help finance part of your retirement.