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.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
It's important to understand how inflation is reported and how it can affect investments.
Five strategies for managing your student debt.
There are four very good reasons to start investing. Do you know what they are?
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Enter various payment options and determine how long it may take to pay off a credit card.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
$1 million in a diversified portfolio could help finance part of your retirement.
All about how missing the best market days (or the worst!) might affect your portfolio.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A bucket plan can help you be better prepared for a comfortable retirement.