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

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

The Other Sure Thing

The Other Sure Thing

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

Comparing Mortgage Terms

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

 

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Saving for College

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

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Investment Strategies for Retirement

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

An Inside Look at Retirement Living

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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.

5 Smart Investing Strategies

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

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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