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.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
For many, retirement includes contributing their time and talents to an organization in need.
This calculator helps estimate your federal estate tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
When do you need a will? The answer is easy: right now.
A bucket plan can help you be better prepared for a comfortable retirement.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The decision whether to buy or rent a home may have long-term implications.