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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.”

Helpful Content

Does Your Credit Score Affect Your Insurance Rates?

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?

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

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

 

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Debt Stress

There’s a link between debt and stress.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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