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
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.
Why freedom, not money, is the mark of financial success and other surprising insights from professional representatives.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
It's important to understand how inflation is reported and how it can affect investments.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Understand the concepts of horizon, compounding, and risk tolerance, and create an investment plan.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Savvy 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. Are you prepared?
Understanding the cycle of investing may help you avoid easy pitfalls.
With alternative investments, it’s critical to sort through the complexity.