Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. 

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind taxes, insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with me and my impressive network of skilled professionals to pursue your financial goals.

I'm here to help educate you about the basic concepts of financial management; to help you learn more about who I am; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit me often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update my information, and I wouldn’t want you to miss any developments in the area of taxes and investing.

I also buy coins, silver/gold bullion, and various other antiques/collectibles from area residents.  This is a totally separate business endeavor, unrelated to my tax and investment practices.  I work this part of my business strictly by private confidential appointment and also make house calls for large collections.  Estates collections are welcome (I can even review safe deposit box numismatic contents at a bank with an executor).  Please see the "Why Sell Your Coins To Me?" section for more information.  Note: I do not resell to the public any of the above mentioned numismatic or bullion items, whether for collector or investment purposes.  The only investments I sell are offered by prospectus (such as mutual funds) through by broker/dealer, American Portfolios, which is independent of both my tax and coin buying services.