Our Thoughts

Whether seeking to win a Stanley Cup or to bullet proof your balance sheet and your family’s financial future, sincerity and care are key ingredients for success.

HSAs offer you three potential opportunities for tax savings. Your account contributions are tax deductible, the earnings in your account grow tax free, and you can withdraw funds from your HSA, tax free, so long as they are used to pay for qualified health care expenses.

We all have our "blue sky" visions of the way retirement should be, yet our futures may unfold in ways we do not predict. So, as you think about your "second act," you may want to consider some life and financial factors that can suddenly arise.

When considering your retirement strategy, how much thought do you give to how long you might live? It can be an uncomfortable reality to consider, but this shouldn't dissuade you from giving it some serious thought.

I cherish the role of trusted advisor because it allows me to focus on my unique ability as a listener, relationship builder and planner and it allows those that I care most deeply about - my family, friends, and clients - to focus on their own.

It's never too early to start thinking about life insurance. Waiting until your older or in poor health is never a good idea.