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.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
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.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
It's important to understand how inflation is reported and how it can affect investments.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Smart investors take the time to separate emotion from fact.
If you died, what would happen to your email archives, social profiles and online accounts?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
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.
Understanding the cycle of investing may help you avoid easy pitfalls.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.