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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.

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Helpful Content

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

 

Debt Stress

There’s a link between debt and stress.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

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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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Managing Your Lifestyle

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

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

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When Markets React

When markets shift, experienced investors stick to their strategy.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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