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

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.  This web site is to help you gain a better understanding of the financial concepts behind insurance, 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.

This site is to help educate you about the basic concepts of financial management and to help you learn more about who I am.  I hope you visit often. Please add this site to your list of "favorites" in your Internet browser. The information will be updated frequently.