Broker Check
Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap The Cycle of Investing

Guiding Clients Toward Financial Goals While Providing The Guidance They Need

There are many questions that need to be answered. These are important questions that will impact if and when you reach your financial dreams. Do you know the right questions to ask? What if you make the wrong decisions? Is it too late to fix them? How will your decisions or lack thereof affect your retirement?

The professionals at Estate & Business Planning Group are uniquely qualified to show you the right questions to ask and the answers you need provide the guidance that you want. For almost 25 years, the team at Estate & Business Planning Group has been helping families get to retirement....and stay there.

Now Available on Amazon and Barnes & Noble


Get to know Estate & Business Planning Group


Download Our 2019 Summer Perspectives


Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.