Financial Advisor and Managing Principal
Changing Jobs or Retiring
Welcome to our Web site, where you'll find a wealth of information
about our capabilities and how we can help you reach your financial
goals. In addition, our site offers a wide variety of useful
information, including calculators, articles, a portfolio tracker,
We hope your visit will help you understand the opportunities
and potential rewards that become available when you take
a proactive approach to your personal financial situation.
We created this Web site to help you gain a better understanding
of the financial concepts behind investing, retirement, estate
planning, and wealth preservation. Most importantly, we hope
you see the value of working with us to pursue your financial
We're here to help educate you about the basic concepts of investment
planning, to help you learn more about who we are, and to
give you fast, easy access to market performance and data.
We hope you take advantage of this resource and visit us
often. Be sure to add our site to your list of "favorites"
in your Internet browser. We frequently update our information
and we wouldn't want you to miss any developments in the area
of personal finance.