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
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
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Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
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Rightsizing for Retirement
What does your home really cost?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.