Straightforward, comprehensive financial planning and investment services. . .Investment securities and advisory services provided through Centaurus Financial, Inc (member FINRA, SIPC)
Certified Fiancial Planner, Registered Principal,
Investment Advisory Representative
Welcome to our Web site!
Our primary purpose is to help you reach your highest level of financial success, as quickly and at the lowest cost possible.
On the site you can find out who we are, how we work for you and the services we offer. And, you’ll find a wealth of information! Newsletter articles, calculators, research reports and more are available for your enjoyment and education.
We hope your visit will help you understand the opportunities and potential rewards available when you take a proactive approach to your personal financial situation. We created this Web site to help you gain a better understanding of the concepts behind investing, retirement planning, estate planning, insurance and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about basic concepts of financial management; learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we don't want you to miss any new developments in the area of personal financial planning.
Newsletters
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HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
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Life Insurance Might Help During Turbulent Economic Times
During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.
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Why Renters Should Have Their Own Insurance
Young renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.
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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?