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.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Six overlooked tax deductions to help manage your tax bill.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Learn a little about worldwide currency in this fun infographic
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Here’s a quick guide to checking to see if you have unclaimed money.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What are your options for investing in emerging markets?
Around the country, attitudes about retirement are shifting.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
How do the markets usually react to elections? Was the 2016 election any different?