Our values guide our lives.

Shouldn’t they guide our investments, too? 

 

Your good will can create good fortune. Through socially responsible investments and financial planning, you can help ensure a bright future for yourself, your family, and our world.

This web site introduces you to my firm and the array of insurance and financial services I provide.  I'm here to help you:

  • Plan for retirement & make your retirement savings last
  • Provide for your children’s or grandchildren’s education
  • Create a legacy for your family
  • Build wealth

 

You’ll find a wealth of articles, calculators, and research reports that will help you understand:

  • Socially responsible and faith-directed investing
  • How to protect your family through insurance
  • Financial planning
  • Wealth preservation
  • Estate planning

When you work with a like-minded financial advisor, it's easy to take care of yourself and your family, while doing your part to create a better world. 

I'm here to help.  Let me know what I can do for you.
Calculators

Tax-Deferred Savings

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

Cost of Retirement

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

HOT TOPIC: American Manufacturing: Rebound or Renaissance?

During the last decade, U.S. manufacturing lost millions of jobs to foreign competition. The sector appears to be coming back strong, adding almost half a million jobs since 2010 as productivity rises. This article examines the conditions that originally caused the exodus of U.S. industrial production and those that may bode well for its future.

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