Caring
One of our primary goals is to develop a long-term, trusting relationship with you. We look to accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.
Read MoreIndependent
We aren't tied to products or services from a single company or family of companies but are free find those products and services that may be most appropriate for our clients.
Read MorePractical
We understand today’s financial environment. We understand that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.
Read MoreAccount Access
You can access your account information anytime, day or night. We encourage you to contact us when you have questions about your portfolio.
Read MoreHelpful Content
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Debt Stress
There’s a link between debt and stress.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Rightsizing for Retirement
What does your home really cost?
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.