Download Our App
We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are.
DownloadOur Process
Over time, many of us have purchased various financial products and services. We can help figure out what works for you.
Learn MoreGet to Know Us
We help individuals, families, and businesses focus on protection and long-term wealth strategies leveraging the power of earned income in the early years.
Learn MoreCalculators
An array of calculators to help in your retirement planning.
Learn MoreeMoney
View a consolidated report of your assets.
LoginBizequity
Find out how much your business is worth with this simple questionaire.
Start SurveyWhat We Do
How well is your financial castle constructed? Is your financial strategy integrated and coordinated to meet your life’s dreams? Whatever your dream, college funding, a secure retirement or the freedom to live life to its fullest, we have the expertise to help you address your financial needs and goals.
We utilize a “team approach” to help you address your financial needs and goals. We work closely in a networked group of professionals. Our clients often have their existing professional team, such as an attorney, accountant, banker, insurance agents, and others who advise them from time to time. Whether coordinating with their team or a team of professionals with whom we have worked closely through the years, we seek to create strategies that are designed to help ensure our client’s present and future well-being. Contact us today!
Contact UsHelpful Content
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
View all articles 
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
View all calculators
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.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
View all presentations
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.