EXPERIENCE & MULTI DISCIPLINARY PLANNING APPROACH
With over 150 years of combined experience, we know proper financial planning requires a comprehensive set of disciplines. That's why our team includes financial planners, with backgrounds as attorneys, accountants and bankers, and advisors that have earned their MBA, CFP® certification, Chartered Financial Consultant and Chartered Life Underwriter designations.
IMPARTIAL ADVICE FROM AN INDEPENDENT FIRM
Your financial goals are the focus of our firm. We have maintained our independence so that we can offer our clients a comprehensive array of solutions and financial products that best meet their goals and objectives.
“We are an independent financial planning firm committed to helping our clients grow and preserve their wealth.”
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
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.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
A letter of instruction provides additional and more personal information regarding your estate.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
There’s a link between debt and stress.
How to help determine life insurance needs to provide for your family after you pass away.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There are three things to consider before dipping into retirement savings to pay for college.
Women must be ready to spend, on average, more years in retirement than men.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Are you ready for retirement? Here are five words you should consider.
How will you weather the ups and downs of the business cycle?