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
9 Facts About Social Security
There are things about Social Security that might surprise you.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Retirement Plan Choices for Small Businesses
Retirement choices can be intimidating. Picking the right strategy.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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When Markets React
When markets shift, experienced investors stick to their strategy.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Saving for College 101
Here’s a crash course on saving for college.