Broker Check
 
Together we can get you there Turning Investments into Life Experiences Retirement is more than not working

Life Happens, Lets Plan

Whether you are at the start of a career or marriage and wondering what to anticipate for the future, or you may be mid-career, wondering if you are on track to get to your goals, or nearing the end of your career and looking at retiring in the next few years. We are here to help guide you and make wise decisions.

We specialize in
financial confidence.

Our combined experience of 40 years has allowed us to help our clients navigate the complexities of life. We work with people across the financial spectrum. If you need general financial help through to complex multi-generational planning we have the tools and resources to help. As a fee based financial advisory firm we have  no products to sell, only our advice and experience. As Enrolled agents we are licensed to advise you in the tax area of your finances to create efficient tax strategies in your life.

How do we do this?

We will help you develop and prioritize your goals, show you the steps to pursue them and regularly review them. We bring insight from outside to help you avoid emotionally driven decisions that can often result in financial problems. Being available at critical points of decision-making, we will help ensure you have information to make a sound decision.

With our experience we can help you anticipate life transitions and prepare for them financially. We start by creating a financial plan to address them and manage them ahead of time. We will spend the time to know you and your specific situation and providing the resources needed, educating you on options and risks associated with each choice. Our end goal is to help you achieve financial confidence and make wise financial decisions working with you collaboratively to that end.

View our Services
 

Our Team

 
 

Starting Out

 
 

Almost There

 
 

Resources

 

Helpful Content

Paying Off a Credit Card

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

 

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

View all articles arrow

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

When Markets React

When markets shift, experienced investors stick to their strategy.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

The Business Cycle

How will you weather the ups and downs of the business cycle?

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

View all videos arrow