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.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
The Best Apps in Travel
Technology tips to make your next trip even better.
Being healthy not only makes you feel good, it may also help you financially.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
For many, retirement includes contributing their time and talents to an organization in need.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The federal government requires deceased individuals to file a final income tax return.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
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
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What is your plan for health care during retirement?
Estate conservation is too important to put off. Do you have a smart exit strategy?
There are three things to consider before dipping into retirement savings to pay for college.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here are five facts about Social Security that might surprise you.