Raise Your Expectations 

Welcome to my website

Discover my “Comfort Formula” and how you and your family can benefit thru the formula process. The comfort formula involves a process that puts together all the pieces of your financial puzzle and guides all financial related matters toward a common goal.

Using the comfort formula and implementing the process, with regular updates, allows my clients to make changes on an ongoing basis keeping them focused and on track. Join others in Door County, Wisconsin and Nationwide that have taken advantage of this formula and process to provide a sense of comfort for themselves and their families.

Contact me today for further information.

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

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Take the next step

Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.

Be sure to explore your RBC WealthPlan!

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Latest Insights

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Long bonds for the long-term investor

Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.

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