Providing experienced, knowledgeable financial planning and asset management for individuals, families and businesses since 1999.
We understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to pursuing your financial goals.
We believe that the core elements of financial planning are investment planning, retirement planning, tax planning, estate planning, and insurance/risk management planning which should all be considered together in a comprehensive financial plan. To better serve our clients, we maintain certifications/designations/licenses specializing in the core elements of financial planning: CERTIFIED FINANCIAL PLANNER™ Professional, Certified Public Accountant, and Attorney.
Because we are independent, we have no obligation to sell proprietary products or services, so we can freely recommend only those products and services that are best suited for your financial goals and objectives. This is the objectivity afforded by working with an independent financial planner. We offer you timely, unbiased advice and promise to do so with the highest level of integrity and service.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
For many, retirement includes contributing their time and talents to an organization in need.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are three things to consider before dipping into retirement savings to pay for college.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Pundits say a lot of things about the markets. Let's see if you can keep up.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.