What do you think of when you think of financial planning?  

If you are like most people, you think of numbers, you think of piles of paper, you think of headaches.

But financial planning is as much a part of life as making your bed, preparing a meal, or planning a great night out for yourself.  It is one of the most important things you can do to take care of your future - and it doesn't have to be tedious.  It can be filled with learning, empowerment, even fun!


My passion is guiding individuals and businesses through their changing options and evolving situations, toward an informed, strategic, and healthy financial path.  I consider it a privilege to help people learn that financial planning can be one of the best, most rewarding things they've ever done for themselves.

Planning your financial future is a personal and important decision.  For that reason initial consultations are provided free of charge to make sure it's a good fit.  
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

College Funding

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

Cost of Retirement

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

More Calculators →

Newsletters

Estimate the Cost of College

Determine how much needs to be saved annually so the youngsters in your family can afford college.

A Retirement Plan for One

Although most large companies are moving away from traditional defined-benefit plans, a solo defined-benefit plan may be an attractive pension option of you are a sole proprietor or if you are self-employed.

Living Comes with Guarantees

Several types of living benefit guarantees are available that can provide valuable protection for variable annuity owners.

World of Opportunity

It may be tempting to think that investing at home is enough, but that kind of thinking misses opportunities that may be available through foreign investments.

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