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.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Do you have an estate strategy? You should.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
When it comes to generational differences, knowing the facts can be difficult.
A letter of instruction provides additional and more personal information regarding your estate.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A bucket plan can help you be better prepared for a comfortable retirement.
A couple become Retirement Plan Detectives, searching records from old employers.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Bucket lists don’t have to be for tomorrow.
Learn about the difference between bulls and bears—markets, that is!
With alternative investments, it’s critical to sort through the complexity.