No Cash, No Checks, No Problem Preparing For the Ultimate Vacation Don't Buy The Hype Once Upon a Goal

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.

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Independent

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.

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Practical

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.

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Account Access

You can access your account information anytime, day or night. We encourage you to contact us when you have questions about your portfolio.

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Helpful Content

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Gap Insurance for Leased Cars

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

 

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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