If you have a question or are interested in a Portfolio Stress Test please enter your information here. I'll respond shortly.


FIRST: Please take advantage of our free income generation pamphlet download. I expect you'll find it useful especially in today's low interest rate environment.

SECOND: If you have a question about anything you've seen on this website or about your own personal financial situation, just ask. I'll respond with information you can implement right away.

THIRD: If your situation is more complex, and you would like me to take a closer look including testing your current investment program, determining if your on track for retirement or more general planning just let me know.

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Phone: 707-996-9664
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