Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
You share your goals and dreams.
We help you plan for your future.
Our first priority is your overall financial independence. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of independence.
You’ve made investments your whole life. Work with us to help make the most of them.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
For many, retirement includes contributing their time and talents to an organization in need.
Purchasing homeowners insurance is critical for protecting your home.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Your credit score may influence how much you pay for auto and home insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much income may be needed at retirement to maintain your standard of living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A special needs trust helps care for a special needs child when you’re gone.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Do you know these three personal finance sayings?
Making the most of surprises is a great reason to work with us.
What does your home really cost?
That big list of dreams and goals isn't the only way to look at your bucket list.