Mission Statement
DESIGN
- We listen to identify your dreams and goals
- We gather, organize and analyze your financial information
- We make recommendations based upon your needs
GROW
- We agree upon clear objectives and risk expectations
- We monitor your investments and track the progress
- We refine and revise along the way
PROTECT
- We offer investment strategies with downside protection for unpredictable markets
- We offer insurance solutions which are an important foundation to all financial plans
- We assist you with creating a legacy for future generations
- We help protect your family from life’s unexpected challenges
Helpful Content
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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 Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.