Broker Check
Logo



LinkedIn


(925) 443-2800

Preparing For the Ultimate Vacation Don't Buy The Hype Once Upon a Goal A New Way to Look at Your Bucket List

Your Financial Future

Today’s economic environment presents many challenges.  Along with those challenges come opportunities and potential rewards for those who can identify long-term trends.

Whether you are facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.  Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

This website is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance.  Please take advantage of it.  As you peruse the website, please send us a note regarding any questions you may have about any particular investment concept(s) or product(s).  We’ll get back to you in our usual timely fashion with well-thought-out answers.  We are looking forward to knowing that you took the right actions today to prepare your family and loved ones for a better future. 

Helpful Content

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

The Good Ship IPO

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

 

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

View all articles arrow

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

View all videos arrow