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1400 Guerneville Road, Suite 14
Santa Rosa, CA 95403

Phone:

(707) 585-2885

Fax:

(707) 523-7526

E-mail:

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

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Certified Financial Planner™

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We 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.  We 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, we hope you see the value of working with skilled professionals to pursue your financial goals.

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

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

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This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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This calculator can help you determine whether you should consider converting to a Roth IRA.

How much do you need to save each year to meet your long-term financial goals?

Will you be able to afford nursing home care?

Determine whether you should consider refinancing your mortgage.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck