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
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.
When considering life insurance, it's important to understand your options.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Term insurance is the simplest form of life insurance. Here's how it works.
Is your estate in order? This short quiz may help you assess your overall strategy.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
A letter of instruction provides additional and more personal information regarding your estate.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A presentation about managing money: using it, saving it, and even getting credit.
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.
The importance of life insurance, how it works, and how much coverage you need.
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.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The decision whether to buy or rent a home may have long-term implications.
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.
Do you have causes that you want to support with donations? Here are three tips.
Taking your Social Security benefits at the right time may help maximize your benefit.
Do you know these three personal finance sayings?