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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

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“The Baby Boomer generation faces a variety of challenges to a secure retirement, including longer life spans, volatile securities markets, unease regarding the future of social security, and the demise of traditional pensions.  It's easy to get off-track in this complex and dynamic environment.  We come to work every day to provide clarity and guidance in service to clients we care about.  Our fiduciary responsibility requires us to put clients' interests above our own, but we feel that is just the right thing to do.”

Phillip L. Smelser
Charted Retirement Planning Counselor

Describes how Roth accounts can generate tax-free retirement income.

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Suggests considering life insurance for stability during uncertain markets.

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Outlines steps toward handling financial setbacks and emerging stronger.

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Provides tips for managing rising food prices through smart shopping.

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Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Use this calculator to determine whether you qualify for the different types of IRAs.

How much would your monthly lease payment be?

How much life insurance would you need to produce a sufficient income stream for your family?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck