Welcome to my Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, research and more. Visit often - new items are added monthly.

Don't be intimidated when it comes to financial planning and services. My job is to listen to you, sort out all the options that are available to meet your specific needs and then make practical recommendations that make sense for you.

My website is a great place to start - it can help you gain a better understanding of the financial concepts and language related to investing, retirement and estate planning, insurance and wealth preservation in a non-threatening environment.

Take a quick E-Seminar - it's an easy way to learn about long-term care, retirement planning and tax strategies. Find links to E-Seminars and lots of useful calculators in the "Learning Center." The calculators can help you with everyday decisions, like how much to spend for a car and whether it makes sense tax-wise to do a Roth IRA Conversion.

Whether you're interested in doing financial planning or simply need to roll over an old 401(k) or open a college savings plan for your child or grandchild, I would love the opportunity to talk with you to see if we are a good fit for each other. While the website is a great place to start, I hope you see the value of working with a skilled professional to pursue your financial goals. Call me today for a confidential, complimentary, no obligation consultation.

Newsletters

Calculators

  • Roth IRA Conversion

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

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?