Your Blueprint is provided as part of our process. When we know you, your family and your business. We know the site you’re building on. Your Blueprint becomes the infrastructure needed to build assets that serve you, your needs and preferences.
Our process of building implementing and supervising your assets as an independent firm is very different from many larger firms. We are independent of banks, brokerage firms, or insurance companies; as such we have the freedom to recommend suitable plans from an array of sources.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more. As you search my website, send me a note regarding any questions you may have.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you have an estate strategy? You should.
Tips on insuring your teen driver.
Beware of these traps that could upend your retirement.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The true cost of raising a child may be far more than you expect.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There are three things to consider before dipping into retirement savings to pay for college.
Here are five facts about Social Security that might surprise you.
Pundits say a lot of things about the markets. Let's see if you can keep up.
With alternative investments, it’s critical to sort through the complexity.