Broker Check

Whitepapers

The Real Story of Successful Retirement                                            Choose a Better Course

        

Discover how a single solution could address the five                  More choice, more flexibility, and investment advice
most important aspects of preparing financially for a                    on  your 401(k), 403(b) or 457. 
better retirement.


6 Common Retirement Questions for Educators                             Women & Investing 

        

As an educator contemplating the transition                                   Women investors face many challenges to building
from work to retirement, we understand that you may                   wealth and securing their financial futures. We 
have several questions about when and how you                          developed this resource as a guidebook for women 
can retire. This report addresses some common                           who are seeking perspectives on how to take control 
questions and offers strategies to help you plan                            of their financial lives. We hope you find useful information
for a comfortable retirement.                                                           that helps you make the most of you financial well-being
                                                                                                        today and every day. 


5 Retirement Mistakes Small-Business Owners Make                       Guide to Unfinished Business

        

As a business owner, you face unique challenges                         Losing a loved one is emotionally draining and 
and opportunities when building your financial future.                 often confusing. Perhaps this guide will give some 
This special report provides insights on mistakes to avoid          clarity to the tasks necessary in this difficult time. 
and steps to take for building the retirement you
desire—while managing your myriad responsibilities.


Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.