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Today’s financial environment is difficult to navigate, and the future is even harder to predict. As a Certified Financial Planner™ with more than 30 years of expertise, I work with individuals and business owners to develop plans to meet their specific financial needs and goals. 

Whether you are just starting out in your career, accumulating wealth, or in your retirement years, I look forward to assisting you in developing a financial plan that will give you the financial confidence we all seek. 

CLICK HERE to schedule your Complimentary Consultation

Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth

Describes convertible bonds and their balance of stability and upside.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Home Appliance Economics

Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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IRA Eligibility

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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