Our vision is to make a positive difference in the lives of our clients. That is our purpose for existing.
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.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
There are things about Social Security that might surprise you.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
The federal government requires deceased individuals to file a final income tax return.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Here is a quick history of the Federal Reserve and an overview of what it does.
Here’s a quick guide to checking to see if you have unclaimed money.
When should you take your Social Security benefit?
Here’s a crash course on saving for college.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.