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Lake Oswego, Oregon 97035
(503)207-4509
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Your Financial Future

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 insurance ideas—I can help you address your most pressing money questions.

My first priority is your overall financial success. I 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.

My 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 financial concept or products. I'll get back to you quickly with a thoughtful answer.

 Financial Balance Video

 

Helpful Content

Gift Yourself a Debt-Free Holiday

Gift Yourself a Debt-Free Holiday

Here are some tips on how to have a holly, jolly and less stressful gift-giving season.

Looking to Improve Your Financial Future?

Looking to Improve Your Financial Future?

Consolidating financial accounts onto one platform can help you spell out a clearer financial future.

RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

 

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Savings and Cash Flow

Savings is a critical tool to ensure positive cash flow in your personal finances.

Bulletproofing Your Business

Small businesses are at risk when they lose a key employee. Here’s how you can protect yourself.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

How Financial Decision-Making is Like Camping

It takes a plan to be successful when you head into the wilderness. Your finances are no different.

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Principles of Preserving Wealth

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

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Understanding Dividends

Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

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