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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Market Measures: Beyond the Dow
In addition to the better-known Dow Jones Industrial Average and S&P 500 stock indexes, this article provides an overview of some stock indexes that are commonly used as benchmarks.
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HOT TOPIC: The Economic Impact of an Aging World
This article looks at some of the demographic trends and economic challenges related to global aging.
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Year-End 2024 Tax Tips
Here are some things to consider when weighing potential tax moves before the end of the year.
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Don’t Forget About Credit When Planning for Retirement
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Car Affordability
How much can you afford to pay for a car?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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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.