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.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Estimating Your Estate Taxes
Estate tax laws have changed a few times in recent years. Do you know the new rules?
The item most homeowners forget on their home improvement project checklist is insurance.
Understanding how a stock works is key to understanding your investments.
Your credit score may influence how much you pay for auto and home insurance.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Tax preparation may be the perfect time to give the household budget a check-up.
Read this overview to learn how financial advisors are compensated.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
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.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
$1 million in a diversified portfolio could help finance part of your retirement.
There’s an alarming difference between perception and reality for current and future retirees.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here are five facts about Social Security that might surprise you.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?