We seek to serve you as your most trusted advisor, guiding you through all of your life’s milestones
How We Serve
We put your interests before our own, helping you safely and efficiently reach your financial goals with minimum stress, risk, and taxes!
What We Offer You
The resources of a large firm, with the undivided, personal attention of a small practice
Customized Financial Strategies For the Many Milestones in Life
As a Baby Boomer, you probably thought you never get older. But you have and now need to prepare for or improve upon your situation going into retirement.
Yours is far different than that of your parents. They had more stability with pensions, social security and a strong stock market that helped them.
Boomers on the other hand, are dealing with an unstable future with Social Security, the majority of boomers don’t have pensions, and you all share a very unpredictable stock market.
Some have done very well and prepared for this time over many years. However, sadly, the majority has not and this brings the startling realization that for the last 40 years of working, you've had a steady paycheck, but it's not going to be that simple in retirement.
You are now in charge of your own financial lives and future. You no longer have a boss who tells you what to do, the HR department to figure out the details of your health insurance, or that steady paycheck that was deposited into your bank account on a regular basis.
Because of all this, WHERE you get financial advice from matters now more than ever.
In his book “Money: Master the Game”, Tony Robbins states…
Download Our Tax Reform Ebook!
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
What’s the deal with your yearly free credit report?
How literate are you when it comes to your finances? Brush up with these five basics.
Do you have an estate strategy? You should.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
What is your plan for health care during retirement?
Here is a quick history of the Federal Reserve and an overview of what it does.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
All about how missing the best market days (or the worst!) might affect your portfolio.
With alternative investments, it’s critical to sort through the complexity.
Here’s a crash course on saving for college.