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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Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?
In 2023, large bank failures brought renewed attention to the risks banks take to earn money, the role of the FDIC, and the insurance that covers customer deposits.
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ETFs Are Closing the Gap with Mutual Funds
Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.
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Birthday Benefits Quiz
This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.
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Phased Retirement Can Help Smooth the Transition
The article explains why a phased retirement program can be a positive experience for employees, employers, and customers.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Car Affordability
How much can you afford to pay for a car?
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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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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?