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Your Financial Future

Today's economic environment presents many challenges. But along with these challenges come opportunities and potential rewards for those who can identify long-term trends. 

Whether you're preparing for retirement, college savings, or estate planning we can help you address your most pressing financial matters. 

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. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. 

Our site is filled with educational videos, articles & presentations designed to help you learn more about the world of personal finance. 

We can help you address your needs of today and for many years to come. We utilize a stringent process to customize a financial plan for you. Retirement planning has never been more important or more difficult. We can provide clarity. 

We work with retirees, families & companies across the country. We look forward to working with you through all the stages of your life.


Helpful Content

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Social Security: Two Benefit Strategies Eliminated

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?

 

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Investment Strategies for Retirement

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Surprises

Making the most of surprises is a great reason to work with us.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

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