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Mission
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.
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Timely Information
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.
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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.
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Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
How Income Taxes Work
A quick look at how federal income taxes work.
Spending Intentionally While Maintaining Your Goals
Learn how to tell the difference between purchases that reflect your priorities and those driven by habit or pressure.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
Retirement Seen Through Your Eyes
What's your vision of retirement?
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
When Markets React
When markets shift, experienced investors stick to their strategy.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Retirement Redefined
Around the country, attitudes about retirement are shifting.