Registered Principal, Investment Adviser Representative
Today's investment market is complex and constantly changing. And investors have virtually unlimited financial choices.
At our firm, we have you, the client—and only the client—in mind.
Our goal is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction
Please contact our office today to start building your financial future NOW!
Login to NETXInvestor*
*Registration required...please contact our office!
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Have you found yourself suddenly single? Here are 3 steps to take right now.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Taking your Social Security benefits at the right time may help maximize your benefit.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.