Financial Advisor & Vice President at Financial Architects Inc.
Helping clients make financial decisions for their family by helping them become better financially organized and educated.
Helpful Content
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Pay it forward: Financial wellness for employees
When employees are stressed about money, they are distracted and less productive. Business owners can help.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Why each spouse needs life insurance
How to help make sure your family is covered financially should something happen to either spouse
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
The connection between gratitude and money
Gratitude may play a part in the relationship between mental and financial wellness
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What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Saving for College 101
Here's a crash course on saving for college.