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
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
An Arm and a Leg
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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?