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.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
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.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
For some, the social impact of investing is just as important as the return, perhaps more important.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
In the face of divorce, making changes to insurance coverage may be overlooked.
Life insurance proceeds are generally tax-free. But not in all cases.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Making the most of surprises is a great reason to work with us.
$1 million in a diversified portfolio could help finance part of your retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.