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Colorado Springs, CO 80921

Right Course Wealth Management


Tuning Your Social Security Benefit Saving for College 101 It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination

"Doing what's right for the client.   Each time, every time."


Savvy individuals hire experienced guides to navigate treacherous waters; they would never take the risk of going it alone. Steering through a maze of financial decisions can also call for the talent of skilled experts that understand how to mitigate devastating choices to achieve the goals and objectives people have worked so hard to achieve. 

At Right Course we work with investors that comprehend the value of a financial professional -- professionals who lead the process of creating the vision, establishing clear goals, charting the right course, and arriving at the destination on schedule. And, almost as important as reaching one's destination, is the enjoyment of the journey. Often the time it takes to reach a port is over a span of months, even years. The voyage can be as triumphant as the final achievement. The question is, are you ready to go?

So whether your goals are accumulation, preservation, or transferring to loved ones, trust us to help you chart the right course. It takes objectiveness and time-earned wisdom to minimize costly short-term mistakes, yet recognize when to make mid-course alteration during turbulent times. We offer you guidance, experience, and a voice of reason to navigate throughout your dynamic voyage.

Be sure to add our site to your list of "favorites" in your internet browser. We frequently update our wealth of information, and we wouldn't want you to miss any developments in the area of personal finance.

Helpful Content

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.


Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.


Making the most of surprises is a great reason to work with us.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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