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 2013 issues of 5280 and Colorado Biz magazines.
*2013 - 2012/2013 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.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Succeeding at Business Succession
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
What can be learned from the savings rate?
How to help determine life insurance needs to provide for your family after you pass away.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Understanding how a stock works is key to understanding your investments.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Recent changes in estate tax laws could affect the strategy you have in place.
Do you have causes that you want to support with donations? Here are three tips.
Here are five facts about Social Security that might surprise you.
Smart investors take the time to separate emotion from fact.
Why are 401(k) plans, annuities, and IRAs so popular?