Your Financial Future
The economic environment today presents many challenges. The headlines are frightening and the repercussions of wrong or poor decisions are potentially disastrous. That is why educating our clients makes us different.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Then we look holistically and comprehensively at all of your financial situations to piece together a plan that will work cohesively. Your plan is then re-evaluated regularly to allow changes as your financial issues and goals change.
Our clients are our family. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation for success. We want you to bring concerns no matter what troubles you with confidence in our passion, pride, focus and confidentiality.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us any questions you may have regarding particular investment concepts or products. We will get back to you quickly with a thoughtful answer.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Here's a breakdown of how the federal government spends your tax money.
To choose a plan, it’s important to ask yourself four key questions.
Understanding the value of a home warranty.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your capital gains tax.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Learn how to harness the power of compound interest for your investments.
Investors seeking world investments can choose between global and international funds. What's the difference?
Have you found yourself suddenly single? Here are 3 steps to take right now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
How do the markets usually react to elections? Was the 2016 election any different?