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

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

Inflation & Retirement

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

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

 

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Why do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Disability Income

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

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Bi-Weekly Payments

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

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Annuity Comparison

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

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

The Long Run: Women and Retirement

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

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

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