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 Serving Families
We can help you create an approach that is designed to address your unique situation.
Learn MoreInvesting
We educate our clients about financial concepts and take the mystery out of investing.
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Special insight and perspective to help business owners pursue their objectives and success.
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Helpful Content
Disability Income
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.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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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.
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.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?