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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Be Storm Smart: How to Prepare for Extreme Weather
More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.
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Is It Time to Declare Your Financial Independence?
Here are some ideas to help pursue a life of financial freedom.
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Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Savings Accumulation
Estimate the future value of your current savings.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.