Welcome and thank you for visiting!
My mission is to help individuals develop financial objectives, and achieve those objectives through various financial products and investment services that are designed to meet their present and future needs.
My goal is to help you make informed decisions about issues that affect your financial well being so you can achieve financial freedom.
I hope you find this site informative and useful. Feel free to contact me if you would like more information about a particular product or service. Click here to get an instant quote from MassMutual Coverpath.
I look forward to hearing from you.
View Our Customer Relationship Summary
Newsletters
-
On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
-
Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
-
Why Buy Life Insurance During Unsettled Economic Times?
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
Calculators
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?