Broker Check
Virtual Office Tour The Power of Tax-Deferred Growth The Facts About Income Tax What Can a Million Dollars Buy You?

We're here for you - In the interest of the health and well being of the community we serve during the COVID-19 crisis, our offices will close effective 3-19. However we will be continuing to serve you virtually. Click here to read the full story.

We're here for you - In the interest of the health and well being of the community we serve during the COVID-19 crisis, our offices will close effective 3-19. However we will be continuing to serve you virtually. Click here to read the full story. 

"Knowledge, Experience & Integrity...
Working For You"

Learn More

 

Many of my clients ask how they benefit from taking action and initiating a Financial Plan for themselves. The client will receive a detailed analysis of what it will take to reach their financial goals. They will then receive a specific action plan that will help them facilitate their financial journey.

The path of a company should be dictated by the voices of the people it serves …

  • Setting a Higher Standard
  • Pursuing Financial Independence
  • Personalized Wealth Management Strategy
  • Knowledge, Experience and Integrity Working For You
  • Comprehensive Investment Management


\


Over 40 Years In The Financial Industry:
Experience Matters In Today’s Market


Learn More




LPL Research Midyear Outlook 2021: Picking Up Speed delivers market insights on what we can expect in the economy, policy, stocks, and bonds for the rest of 2021.




We're searching for a seasoned financial advisor looking for a fresh start where you can enjoy superior back office support and the freedom to offer your clients the products and services most suitable to them, we may be the team you are looking for. This person would not be replacing Don, but adding to our team as we continue to grow and serve our clients. Click Join Our Team for more information.




Sign up to receive weekly market updates from markets here in the U.S. and around the world. Along with these updates, you will see fun facts, general industry news, and helpful tips

11-22-21 The Stock Market, Economy, and New Year: Three Reasons To Be Thankful

11-15-21 A Peek at Peak Inflation

11-08-21 Developed International: If Not Now, When?

Click here to view archived commentaries


    Helpful Content

    The Fed and How It Got That Way

    The Fed and How It Got That Way

    Here is a quick history of the Federal Reserve and an overview of what it does.

    The History of Currency

    The History of Currency

    Currency has been around for a long time. Here’s a quick history lesson.

    Questions to Ask About Medicare

    Questions to Ask About Medicare

    Take the guesswork out of your IEP or SEP with this helpful article.

     

    Creative Ways to Motivate Your Employees

    Five creative (and inexpensive) ideas for motivating your employees.

    Life Insurance Myths: Debunked

    Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.

    Revising Estate Strategy Assumptions

    Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

    The History of Currency

    Currency has been around for a long time. Here’s a quick history lesson.

    Ways to Supplement Your Medicare Coverage

    There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

    The Sequence of Returns

    A look at how variable rates of return impact investors over time.

    View all articles arrow

    What Is My Risk Tolerance?

    This questionnaire will help determine your tolerance for investment risk.

    Inflation & Retirement

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

    Interested in a Fuel Efficient Car?

    Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

    Impact of Taxes and Inflation

    Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

    Taxable vs. Tax-Deferred Savings

    Use this calculator to compare the future value of investments with different tax consequences.

    Estimate Your RMD

    Help determine the required minimum distribution from an IRA or another qualified retirement plan.

    View all calculators arrow

    An Inside Look at Retirement Living

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

    5 Smart Investing Strategies

    There are some smart strategies that may help you pursue your investment objectives

    Managing Your Lifestyle

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

    Investment Strategies for Retirement

    Investment tools and strategies that can enable you to pursue your retirement goals.

    Your Cash Flow Statement

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

    5 Smart Investing Principles

    Principles that can help create a portfolio designed to pursue investment goals.

    View all presentations arrow

    Supporting Local Business In a Crisis

    Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.

    When Special Care Is Needed: The Special Needs Trust

    A special needs trust helps care for a special needs child when you’re gone.

    The Cycle of Investing

    Understanding the cycle of investing may help you avoid easy pitfalls.

    Should You Ever Retire?

    A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

    Exit Strategies of the Rich and Famous

    Estate conservation is too important to put off. Do you have a smart exit strategy?

    The Fed and How It Got That Way

    Here is a quick history of the Federal Reserve and an overview of what it does.

    View all videos arrow