Resources

I help you take charge of your finances to ensure a sound and secure future. Read more
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My Newsletter

My monthly newsletter, financial guides, and interactive calculators help you stay informed about your finances.

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Click on any of the report categories listed below to find practical, unbiased information to help you reach your financial goals.

Financial Calculators Try our wide variety of interactive financial problem solvers. Simply enter your criteria and you'll get your questions answered with dynamic graphs and personalized reports.		Client Portal Log into my secure, password protected Client Portal to store and access your important financial documents from anywhere at anytime.
SecureSend Quickly send me a secure message with an attachment.		Internet Links I've made finding what you're looking for a little easier by selecting a few of my favorite sites.
COVID-19 Resources for Taxpayers Tax and business-related resources available to assist individual taxpayers and small business owners during the coronavirus pandemic.