You want unbiased financial guidance, where your interests always come first.
You want an advisor who will serve you in accordance with the fiduciary standard.
You want financial guidance that is designed around your specific needs, values and motivations and not one-size fits all.
You want an advisor who answers to you and you alone, not an insurance company, not a bank, not a Wall Street brokerage or wealth management company.
A wellspring is "an original and bountiful source" and that is what I want to be for you. Your goals and priorities are just that – they’re yours. Not mine, and not what a prominent “financial expert” tells you they should be. My role is to help you find a way to balance what you want with what you have and to figure out how to make that work for you. I’ll guide you through the trade-offs that come with choices, so you’ll be in a position to discover for yourself what makes the most sense for you, for your life and your values.
Whether you've never worked with a financial advisor before or you're feeling it's time to be in a financial advisory relationship that really works for you, you just may have found the approach you’ve been looking for.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
It sounds simple, but paying yourself first can really pay off.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here are five facts about Social Security that might surprise you.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
There’s an alarming difference between perception and reality for current and future retirees.
Smart investors take the time to separate emotion from fact.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.