One of our primary goals is to develop a long-term, trusting relationship with you. We strive to accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.Learn More
We aren't tied to products or services from a single company or family of companies but are free to find those products and services that are best for our clients.Learn More
We understand today’s financial environment. We know that individuals face unique challenges. Let us take the mystery out of preparing for today and tomorrow.Learn More
Through the market ups and downs, the past two years have helped to cement our findings that equities, even when near all-time highs, have historically offered long-term opportunity for investors.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Five creative (and inexpensive) ideas for motivating your employees.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
In the face of divorce, making changes to insurance coverage may be overlooked.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
You’ve made investments your whole life. Work with us to help make the most of them.
Pundits say a lot of things about the markets. Let's see if you can keep up.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The decision whether to buy or rent a home may have long-term implications.
There are hundreds of ETFs available. Should you invest in them?