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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

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.

 

What to Look for in a Long-Term-Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Capital Gains Tax Estimator

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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An Inside Look at Retirement Living

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

Your Cash Flow Statement

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

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

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Rightsizing for Retirement

What does your home really cost?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Safeguard Your Digital Estate

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

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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