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.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
At what point can you call a personal vehicle commercial?
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Good employee health can be great for the company’s bottom line.
Here’s a guide to explain all the parts of Medicare.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Have you explored all your options when it comes to managing your taxable income?
The market is as unpredictable as the weather. We’d love to help you prepare.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
A bucket plan can help you be better prepared for a comfortable retirement.
Here are five facts about Social Security that might surprise you.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate