Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
The Elite Financial Network
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
The LGBTQ community has fought hard for fundamental human rights, from workplace treatment and healthcare to marriage and family planning. These milestones in LGBTQ rights, coupled with strong financial habits, can help create...
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Achieving a long-term goal, like retirement, starts by taking small actions today.
Key questions to answer when you are considering retirement.
Consolidating financial accounts onto one platform can help you spell out a clearer financial future.
Financial acronyms you should know.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are three things to consider before dipping into retirement savings to pay for college.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Disability happens to more people, more often than you may think, and it lasts longer, too.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Doing your research is key before buying a vacation home.
Do you have causes that you want to support with donations?