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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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and Direction
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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Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Success in Their Own Words
Why freedom, not money, is the mark of financial success and other surprising insights from professional representatives.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
12 Steps to Living: Horizon, Risk Tolerance, and Compounding
Understand the concepts of horizon, compounding, and risk tolerance, and create an investment plan.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.