Welcome to my Web site, where you'll find a wealth of information. 



I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with a skilled professional to pursue your financial goals.

I'm here to help educate you about the basic concepts of financial management; to help you learn more about who I am; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update site information, and I wouldn't want you to miss any developments in the area of personal finance.

For a No Obligation Financial Review follow the highlighted link.

To be added to our Free Market Review Email follow the highlighted link.




The free consultation provides an overview of investment and financial planning services offered through Waddell & Reed, Inc.  You are not obligated to purchase any products or services as a result of receiving the free consultation.

Newsletters

  • Settling an Estate

    Settling an estate can be a difficult and time-consuming job as there are some specific duties that often fall on an executor.

  • Student Loans Meet Retirement

    Considering a higher-education loan for yourself or others? Here are some factors older adults should keep in mind.

  • Illinois Highlights Credit Risk

    A look at the tax advantages and credit risks associated with municipal bond investments.

  • Bracing for Higher Rates

    Bond laddering is a time-tested strategy that can help manage interest rate risk.

Calculators

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.