Experience Matters
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.
Helpful Content
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Give to Charity Without Reducing Your Legacy
Let’s say you are a closely held business owner who sold your business at the height of the market. As a result of your good fortune, you...
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Financial Fixes: Beware of Market Bubbles
Don't crash and burn in a market bubble, here are some ideas on how to build a solid investment portfolio.
Your Financial Path Forward in the Midst of Mental Illness
Losing a job is never easy, even under normal circumstances. Losing a job or needing to take extended time off of work due to mental illness, however, comes with its own unique set of pressures to navigate
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.