"There are only 2 ways to create income... People at work, and Money at Work."
Handy Links
Financial Calculators
Personal Financial Concepts
Personal Financial Concepts
Several handy calculators, including loan/mortgage payments, home budgeting, insurance needs, paying off credit cards early, and more.
Personal Financial Concepts
Personal Financial Concepts
Personal Financial Concepts
Saving for college or retirement, IRA types, figuring insurance needs, wealth strategies, charitable trusts, odds of dying at various ages, estate planning, and more.
Business Strategies
Personal Financial Concepts
Financial Worksheets
Explore concepts that can help improve your business bottom line, such as employee benefits, business continuation planning, executive benefit planning.
Financial Worksheets
Financial Worksheets
Financial Worksheets
Use these forms to keep up with things like bank and investment accounts, household budgets, insurance policies, even funeral instructions. Some you can download, others you can request by email from me.
Free Life Guides
Financial Worksheets
Free Life Guides
Get helpful information on everything from dealing with divorce, marriage and money, planning retirement, estate planning, managing an inheritance, and lots more! Some you can download, others request from me by email.
Inspiration
Financial Worksheets
Free Life Guides
A wide selection of quotes an articles from people like Zig Ziglar, Brian Tracy, and many more. "Mental Vitamins" to help you get through each day. Enjoy!
Find a professional advisor
NAIFA member locator
To find a member of my professional association, the National Association of Insurance and Financial Advisors (NAIFA), just click HERE. Enter your zip code there, and see a list of available members in your area. If you're looking for a particular advisor, enter their last name in the "keyword" window, and hit search.
NAIFA was founded in 1890 as the National Association of Life Underwriters, and the local Memphis chapter began operations in 1910.
NAIFA members may specialize in various areas of financial security planning, and you can narrow your search by specialty on the linked website.
NAIFA members are required to adhere to the association Code of Ethics, which can be found HERE.
