Providing Clients Education, Clarity & Confidence


Welcome to the Smart Money Strategies Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We believe that good financial decisions don't have to be confusing. We can provide simple yet prudent techniques that can assist you in your desires to make the most of your money and achieve more of your lifelong financial dreams and goals, whatever they may be.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, 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 the basic concepts of financial management; to help you 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 wouldn’t want you to miss any developments in the area of personal finance as well as any upcoming events such as educational financial workshops that you may want to attend.

If you have any questions or would like to schedule a complimentary meeting to discuss your specific questions, you can call me personally at 847-337-2194 or send an email to