Broker Check
Elite Financial Guidance For Your Unique Life Elite Financial Guidance For Your Unique Life Elite Financial Guidance For Your Unique Life Elite Financial Guidance For Your Unique Life

Financial Planning

 

Our comprehensive Financial Planning process provides solutions to the key issues successful individuals and families are likely to encounter while pursuing their unique financial goals.

Learn More

Wealth Management

 

Our disciplined approach to portfolio management focuses on short-term and milestone goals, personal risk tolerance as well as your lifestyle preferences. Active monitoring aims for wealth preservation and growth through ever changing market conditions.

Learn More

Divorce

 

Expertise and analysis to guide you through complex and unfamiliar territory. We help you understand the financial implications of divorce, make smart divorce settlement decisions, and develop workable financial scenarios for life after divorce.

Learn More

Elite Financial Guidance For Your Unique Life

Welcome Vickie in the Press

Helpful Content

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

 

Social Media: #Newest Business Liability Risk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

View all articles arrow

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

View all videos arrow