is focused on establishing long term, working relationships with each
client through honesty and open communication.
Your investments are customized to address your specific goals and managed according to the current economic environment.
The process by which you systematically seek to build and manage wealth over time in order to prepare for your lifetime income needs.
Your relationship with us is extremely important. As independent wealth managers our focus remains in line with your best interest.
Helpful Content
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Surprises
Making the most of surprises is a great reason to work with us.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.