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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

Planning for Special Needs Children

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Insurance Needs Assessment: Married With Children

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

 

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

The Half Million Dollar Baby

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

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

The Cost of Procrastination

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

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Comparing Mortgage Terms

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

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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