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
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
View all articles 
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.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
View all calculators
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.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?