A Plan Built for Your Dreams
The first step towards achieving your dreams is putting a plan together. We believe the foundation of that plan needs to be education. There are basic financial concepts that everyone needs to know. It is our goal to educate and empower people with these concepts so that they may have the ability to change their own financial future.Contact Us
We can help you create an approach that is designed to address your unique situation.Learn More
We educate our clients about financial concepts and take the mystery out of investing.Learn More
Special insight and perspective to help business owners pursue their objectives and success.Learn More
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Determine your potential long-term care needs and how long your current assets might last.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
It’s never a bad time to speak with your financial professional about changes in your situation.
Imagine your ideal post-pandemic retirement with this animated video.
Do you have causes that you want to support with donations?
The decision whether to buy or rent a home may have long-term implications.
If you died, what would happen to your email archives, social profiles and online accounts?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.