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

Helpful Retirement Strategies for Women

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

How Compound Interest Works

How Compound Interest Works

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

Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

 

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Social Security Taxes

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

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Your Cash Flow Statement

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

Principles of Preserving Wealth

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

Investment Strategies for Retirement

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

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

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

The Other Sure Thing

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

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

16 Wall Street Cliches in 60 Seconds

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

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