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Calculators

You can review interesting calculators on my site.

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Please feel free to contact us with any questions.

Welcome to Roaring Fork Financial Services

Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I'll work diligently to develop a program that carefully balances investment strategies with preserving principal.

Today's economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.

I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.

Reviews annual enrollment dates and options for Medicare participants.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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

This calculator can help you determine whether you should consider converting to a Roth IRA.

How much would your monthly lease payment be?

Use this calculator to estimate how much income and savings you may need in retirement.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck