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
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When Markets React
When markets shift, experienced investors stick to their strategy.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Debt Stress
There’s a link between debt and stress.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
A Brief History of Estate Taxes
Federal estate taxes have long been a source of funding for the federal government.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
View all articles 
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
View all calculators
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.