Virtual Office Tour

Mission Statement

My mission is to help people plan for their future by helping to build, protect and preserve wealth. For more than 30 years, I have been honored to assist individuals and businesses to identify problems, and develop customized solutions utilizing innovative and appropriate insurance and financial products.

Calculators

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Cash Flow Analysis

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

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