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
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 help
Contact Us for a Free Exploratory Consultation
Helpful Content
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
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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.
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.
Doubling Your Money
This calculator demonstrates the power of compound interest.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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 Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Emerging Market Opportunities
What are your options for investing in emerging markets?