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
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
A letter of instruction provides additional and more personal information regarding your estate.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Is your estate in order? This short quiz may help you assess your overall strategy.
This checklist can give you a quick snapshot of how prepared you are.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are a few things to consider when buying or leasing your next vehicle.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you know how to set up your financial goals for success? This knight does.
That big list of dreams and goals isn't the only way to look at your bucket list.