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Shifting Paradigms & Bridging Dreams to Reality

500 Waters Edge, Suite 150
Lombard, IL 60148

Phone:

6306206100 ext. 5776

Fax:

630-586-9196

E-mail:

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Phoenix Financial for Abundant Prosperous Life

Welcome to our Web site, where you will find a wealth of information in the form of newsletter articles, calculators, and research reports.



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 situation. We have created this web site to help you gain a better understanding of the life essentials and concepts behind insurance, investing, retirement, estate planning, wealth preservation, health, and personal and business professionalism. Most important, we hope you see the value of working with skilled professionals in your pursuit to achieve your life goals.

We are here to help educate you about the basic concepts of financial management and life skills to assist you in fostering an abundant prosperous life.  To help you learn more about who we are, this website is designed to give you fast, easy access to a variety of information, to include market performance data and links to interesting "FYI" sites.  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 enhancement.

If you would like to schedule an appointment, please click my calendar link here.

Here are answers to some key questions about required minimum distributions.

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The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

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Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

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Explores how investment strategy changes once retirement begins.

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How much would your monthly lease payment be?

Knowing your likely life expectancy is an important factor in making long-term financial plans.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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