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.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Ascertaining the value of your business is important for a variety of reasons.
Marriage changes everything, including your insurance needs.
Why have the markets been so volatile recently?
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Are you ready for retirement? Here are five words you should consider.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do you know these three personal finance sayings?
All about how missing the best market days (or the worst!) might affect your portfolio.
When do you need a will? The answer is easy: Right Now.