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
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
What Smart Investors Know
Smart 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 Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.