Fee-Based Comprehensive Financial Planning
Your Financial Partners for Life

CONFIDENCE

Helping you take control of your financial life

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We believe you need a partner and a plan that are:

Rigorous

The details matter

Comprehensive

The many pieces of financial life are intertwined

Personalized

An idea may be good, but is it good for you?

Vigilant

Someone is always keeping an eye out for you

Learn More About Our Philosophy

Who We Serve

  • Growing Families who want to tackle life with a fact-based plan
  • Successful pre-retirees mulling over work flexibility and/or retirement
  • Retirees who want to ensure that they can continue enjoying the retirement life
  • Widows, widowers, and divorcees looking to take control of their financial life
  • Families undergoing medical adversities looking for finances to be the least of their worries
  • Business owners who know that any business decision affects their personal financial situation
Learn More About Our Process

We want to get to know you to see if we can help

Contact Us for a Free Exploratory Consultation

What does it mean to be held to a fiduciary standard?

Our Fiduciary Responsibility

What is Financial Independence?

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Want more insights on a variety of Financial Planning Topics?

Visit Our Blog

Helpful Content

What Smart Investors Know

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

 

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

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