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.”
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
The market is as unpredictable as the weather. We’d love to help you prepare.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Your credit score may influence how much you pay for auto and home insurance.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Here's a breakdown of how the federal government spends your tax money.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Principles that can help create a portfolio designed to pursue investment goals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Here are five facts about Social Security that might surprise you.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Even low inflation rates can pose a threat to investment returns.
A special needs trust helps care for a special needs child when you’re gone.
What are your options for investing in emerging markets?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.