Vision
Our vision is to make a positive difference in the lives of our clients. That is our purpose for existing.
Mission
At our firm, our mission is to bring security and prosperity to people’s lives. We are here to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today. From managing debt to saving for college to retirement and from protecting your assets to minimizing your tax burden, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Helpful Content
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
How to Make the Tax Code Work for You
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.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
View all articles 
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
View all presentations
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Saving for College 101
Here’s a crash course on saving for college.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.