As independent financial consultants, we work with you as your financial partner, advocate and guide on your path to financial well-being. We are dedicated to serving your best interests, listening carefully to understand your unique needs and offering our many years of experience to present you with objective advice and personalized strategies.Learn More
Count on our knowledge, experience and dedication to provide you with thoughtful financial insights, honest communication, long-term planning and personal service—the elements we consider essential for building lasting relationships.Learn More
We are advocates of comprehensive life planning, an approach that takes a holistic look at what you truly value. Together, we will discover your goals and needs, then develop a plan to help you pursue critical milestones throughout your financial life.Learn More
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.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Understanding the economy's cycles can help put current business conditions in better perspective.
The uncertainties we face in retirement can erode our sense of confidence.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Buy/sell agreements are designed a business against the death of a principal or key employee.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are nearly 1,200 ETFs available. Should you invest in them?
Understanding the cycle of investing may help you avoid easy pitfalls.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Smart investors take the time to separate emotion from fact.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Estate conservation is too important to put off. Do you have a smart exit strategy?