Your life...your legacy.
Just as you seek a doctor's expert opinion regarding aspects of your physical health, it is equally important to consult with qualified specialists regarding matters of financial health. We believe that regardless of your current stage in life, the time to start planning is now. Our team is equipped with the expertise and resources required to develop strategies that will improve your financial well-being. We employ a comprehensive, holistic approach to financial management and specialize in the following:
- Retirement planning and analysis
- Tax planning
- Cash flow and budget analysis
- Education planning
- Trust and estate analysis
- Asset management
Our objectives are simple: to assist you throughout all of life's financial transitions, to provide you with the best unbiased, independent advice and investment services, and to protect your legacy for generations to come.
If any of the following statements sound familiar to your situation, call us today and we can begin the journey to financial independence:
- I want to better manage my finances, but I don't know where to start.
- I think I'll be able to retire in a few years, but how can I know for certain?
- I'm saving a little money here and there, but what will it all mean down the road?
- I just don't have the time to manage my own financial plan.
- I'm ready to set specific goals and take control of my financial future.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
A letter of instruction provides additional and more personal information regarding your estate.
Knowing the rules may help you decide when to start benefits.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
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
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.
With alternative investments, it’s critical to sort through the complexity.
You’ve made investments your whole life. Work with us to help make the most of them.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Making the most of surprises is a great reason to work with us.
Learn how to harness the power of compound interest for your investments.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?