We believe you need a partner and a plan that are:
The details matter
The many pieces of financial life are intertwined
An idea may be good, but is it good for you?
Someone is always keeping an eye out for you
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
We want to get to know you to see if we can helpContact Us for a Free Exploratory Consultation
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.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
When you’re married and have children, insurance needs will be different.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
If you find it hard to attain personal life goals, there’s an app for that!
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Here’s a quick guide to checking to see if you have unclaimed money.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Pundits say a lot of things about the markets. Let's see if you can keep up.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
A special needs trust helps care for a special needs child when you’re gone.
How do the markets usually react to elections? Was the 2016 election any different?