Broker Check
Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

In the News

  • 2017 Five Star Wealth Manager
  • 2016 Five Star Wealth Manager
  • 2015 Five Star Wealth Manager
  • 2014 Five Star Wealth Manager
  • 2013 Five Star Wealth Manager
  • 2012 Five Star Wealth Manager
  • 2011 Five Star Wealth Manager
Read More

Hear from Tom

  • Blogtalk Radio
  • Tom's Market Commentary
  • Facebook
  • LinkedIn 
  • Twitter
Read More

Client Events

  • Holiday Brunch
  • Half-Time Report
  • Spinners BBQ and Game
  • Photo Gallery
  • Videos
Read More 

Blog

Each week, I hope to highlight "What Matters Most" about my work with my client families that week, and provide some perspective and resources about that topic.

Read More 

Helpful Content

The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

The Most Overlooked Item of Any Home Improvement

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

 

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

New Trends Redefine Travel

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

View all articles arrow

Saving for College

This calculator can help you estimate how much you should be saving for college.

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.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

View all videos arrow