Fee-Based Comprehensive Financial Planning
Your Financial Partners for Life

CONFIDENCE

Helping you take control of your financial life

Learn More
 

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?

Learn More

Want more insights on a variety of Financial Planning Topics?

Visit Our Blog

Helpful Content

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

 

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Countering Counterfeit Currency

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

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

View all articles arrow

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Comparing Mortgage Terms

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

View all calculators arrow

Managing Your Lifestyle

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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.

Investment Strategies for Retirement

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

5 Smart Investing Strategies

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

View all presentations arrow

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

When Markets React

When markets shift, experienced investors stick to their strategy.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Should You Invest in Exchange Traded Funds?

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

View all videos arrow