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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Don’t overlook the need for renter’s insurance if you rent your home.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Apps that help small business owners better manage and grow their business.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator demonstrates the power of compound interest.
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 better see the potential impact of compound interest on an asset.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Here are five facts about Social Security that might surprise you.
Making the most of surprises is a great reason to work with us.
Learn how to harness the power of compound interest for your investments.
A bucket plan can help you be better prepared for a comfortable retirement.
It's easy to let investments accumulate like old receipts in a junk drawer.
What does your home really cost?