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Welcome To My Website

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 website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, wealth building and wealth preservation.

Most important, I hope you see the value of working with a skilled professional to pursue your financial goals. I am here to help educate you about the basic concepts of financial management; to help you learn more about LPL Financial, Colorado Financial Partners, LLC and me; and to give you fast, easy access to market performance data.

I hope you take advantage of this resource and visit my site often. Be sure to add the site to your list of “favorites” in your internet browser. I frequently update the information, and I wouldn’t want you to miss out on any developments in the area of personal finance.

I'm excited to announce, thanks to my clients who nominated me again, I'm being recognized as a multi-year winner FIVE STAR PROFESSIONAL WEALTH MANAGER* in the November 2014 issues of 5280 and Colorado Biz magazines.

 
  

*2014 - 2013/2014 award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management, among other factors.  Prior to 2012, award was based on client satisfaction.  Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction.  The overall score is based on an average of all respondents and may not be representative of any one client's experience.

 

 

Helpful Content

Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving—or dragging—the economy.

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

 

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Tips to Prevent the #1 Cause of Marital Rift

Couples may be able to head off many of the problems in a marriage that money can cause.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

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

Long-Term-Care Protection Strategies

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

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like the junk in a junk drawer.

The Good Ship IPO

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

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

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