YOUR FINANCIAL FUTURE
Our first priority is your lifelong financial success. Our comprehensive approach to financial health means that not only do we see you through the daily ups and downs of the market, we're here for all of life's large adjustments. An addition or loss in the family, the beginning or end of a marriage, saving for college, and retirement are all financial events which can be difficult to navigate alone. We work to build life-long relationships and actively encourage open and honest communication. Treating each client's portfolio, budget, and goals with specialized care is the active result of our values, and the source of our success.
Meeting with us is always free of any charge or obligation. Sometimes our clients will stop by the office just to check in or chat!
Wherever you are in your financial journey, we're always happy to sit down with you. Contact us through our website, phone, or email and we will set up an appointment at your earliest convenience.
Helpful Content
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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.
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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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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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?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.