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
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
It sounds simple, but paying yourself first can really pay off.
Simple steps may help you foil hackers and protect your privacy.
Here are 5 reason why you may consider working through retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What is your plan for health care during retirement?
The decision whether to buy or rent a home may have long-term implications.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?