OUR MISSION: “Through comprehensive planning and our
proactive investment process, we help reduce financial stress,
creating a more enjoyable life for our clients.”
UNPARALLELED SERVICE
Can you imagine navigating the ocean without a map or marine radar? Why would you try to map out your retirement without a wealth plan? Our Enhanced Planning Services and Proactive Investment Process will guide you from where you are today to where you want to be in the future. We will review your current financial position, help you envision your ideal retirement, and then map out a plan to help you pursue your vision. Take a look at what we offer:
- Portfolio Management
- Wealth Planning
- Risk Management
- Proactive and Courteous Service
Helpful Content
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
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.
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Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”