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 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

01-24-22 Potential Catalysts for a Market Turnaround 

01-10-22 Can Corporate America Keep it Rolling? 

01-03-22 Three 2021 Market Lessons for 2022

Click here to view archived commentaries


    Helpful Content

    Should I Buy or Lease an Auto?

    Should I Buy or Lease an Auto?

    This calculator compares the financial impact of leasing versus buying an automobile.

    How Insurance Deductibles Work

    How Insurance Deductibles Work

    Knowing how insurance deductibles work can help you save money and give you peace of mind.

    Women on the Rise

    Women on the Rise

    Explore the growing influence women wield over the economy with this handy infographic.

     

    Does Your Portfolio Fit Your Retirement Lifestyle?

    Lifestyle considerations in creating your retirement portfolio.

    A Taxing Story: Capital Gains and Losses

    Understanding how capital gains are taxed may help you refine your investment strategies.

    Retiree Health Care Coverage Overseas

    Retirees traveling abroad need to know that their health insurance travels with them.

    Understanding Marginal Income Tax Brackets

    An inside look at how marginal income tax brackets work.

    Best-Performing Asset Classes

    Bonds may outperform stocks one year only to have stocks rebound the next.

    Is Term Life Insurance for You?

    Term insurance is the simplest form of life insurance. Here's how it works.

    View all articles arrow

    Can I Refinance My Mortgage?

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

    Paying Off a Credit Card

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

    A Look at Systematic Withdrawals

    This calculator may help you estimate how long funds may last given regular withdrawals.

    Saving for College

    This calculator can help you estimate how much you should be saving for college.

    Contributing to an IRA?

    Determine if you are eligible to contribute to a traditional or Roth IRA.

    Roth 401(k) vs. Traditional 401(k)

    This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

    View all calculators arrow

    Managing Your Lifestyle

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

    Your Cash Flow Statement

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

    Principles of Preserving Wealth

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

    An Inside Look at Retirement Living

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

    Investment Strategies for Retirement

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

    5 Smart Investing Principles

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

    View all presentations arrow

    Safeguard Your Digital Estate

    If you died, what would happen to your email archives, social profiles and online accounts?

    Retiring the 4% Rule

    A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

    Charitable Giving: Smart from the Heart

    Do you have causes that you want to support with donations?

    Perception vs. Reality

    There’s an alarming difference between perception and reality for current and future retirees.

    An Arm and a Leg

    A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

    The Other Sure Thing

    Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

    View all videos arrow