Skip to main content

  • Home
  • About Us
    • Our Mission Statement
    • Our Location
    • Our Firm
    • Our Qualifications
    • Tell A Friend
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Request A Quote
    • Annuity
    • Long-Term Care Insurance
    • Life Insurance
    • Disability Income Insurance
    • 401(k) Information Request
    • Information Request
  • Contact Us

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Newsletters

  • Small Businesses Should Prepare for Stronger Tax Enforcement

    The IRS is receiving $80 billion to upgrade its technology and workforce. This article offers tips for business owners to help avoid a tax audit.

  • Small Businesses Are Short-Staffed and Overwhelmed

    The pandemic kicked off a severe labor shortage. What can small-business owners do if they are struggling to meet staffing needs?

  • Should You Consider Tapping the Equity in Your Home?

    Using home equity to fund other financial objectives has potential benefits and risks. This article looks at various ways to tap home equity.

  • Naming a Trusted Contact

    It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm. Learn why.

More Newsletters »

Calculators

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

  • Life Expectancy

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

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

More Calculators »

The Basics of Social Security Retirement Benefits

How much do you know about your Social Security retirement benefits?

More Videos »
  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck