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
U.S. Personal Savings Rate
What can be learned from the savings rate?
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Good employee health can be great for the company’s bottom line.
It may help your business be better prepared in the event of the death of a principal or key employee.
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Keys to preparing to grow wealthy together.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Savvy investors take the time to separate emotion from fact.
Check out this video to begin separating fact from fiction.
All about how missing the best market days (or the worst!) might affect your portfolio.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
For women, retirement strategy is a long race. It’s helpful to know the route.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.