Welcome to my web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and more.

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with a skilled professional to pursue your financial goals. 

I hope you take advantage of this resource and visit it often. Be sure to add this site to your list of "favorites" in your Internet browser. I frequently update information and wouldn’t want you to miss any developments in the area of personal finance.