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.

02We'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 Outlook 2022: Passing the Baton delivers market insights on what we can expect in the economy, policy, stocks, and bonds in 2022.




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

05-16-22 Corporate America Delivers, Market Attention Focused Elsewhere 

05-09-22 Have We Really Seen Extreme Pessimism Yet? 

05-02-22 Why You Shouldn't Sell Your Stocks In May This Year

Click here to view archived commentaries


    Helpful Content

    Retirement and Quality of Life

    Retirement and Quality of Life

    Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

    Retirement Traps to Avoid

    Retirement Traps to Avoid

    Beware of these traps that could upend your retirement.

    How Income Taxes Work

    How Income Taxes Work

    A quick look at how federal income taxes work.

     

    Insuring Your Second Home

    There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

    Global vs. International: What’s The Difference?

    International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

    Managing Money as a Couple

    Keys to preparing to grow wealthy together.

    Tax Efficiency in Retirement

    What role would taxes play in your investment decisions?

    Medicare At 65+

    65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

    Women and Financial Strategies

    Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

    View all articles arrow

    Lifetime of Earnings

    Estimate how much you have the potential to earn during your working years.

    What Is My Life Expectancy?

    Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

    Can I Refinance My Mortgage?

    This calculator can help determine whether it makes sense to refinance your mortgage.

    Annuity Comparison

    This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

    Paying Off a Credit Card

    Enter various payment options and determine how long it may take to pay off a credit card.

    How Much Home Can I Afford?

    With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

    View all calculators arrow

    5 Smart Investing Strategies

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

    Protecting Those Who Matter Most

    The importance of life insurance, how it works, and how much coverage you need.

    5 Smart Investing Principles

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

    An Inside Look at Retirement Living

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

    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.

    View all presentations arrow

    Retiring in a Post-Pandemic World

    Imagine your ideal post-pandemic retirement with this animated video.

    Estate Management 101

    A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

    Suddenly Single: 3 Steps to Take Now

    Have you found yourself suddenly single? Here are 3 steps to take right now.

    When Markets React

    When markets shift, experienced investors stick to their strategy.

    Jane Bond: Scaling the Ladder

    Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

    Social Security: By the Numbers

    Here are five facts about Social Security that might surprise you.

    View all videos arrow