Broker Check
It May Be Time for a Financial Checkup A Fruitful Retirement: Social Security Benefit

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.

Download

Our Process


Over time, many of us have purchased various financial products and services. We can help figure out what works for you.

Learn More

Get 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 More

Calculators


An array of calculators to help in your retirement planning.

Learn More

eMoney


View a consolidated report of your assets.

Login

Bizequity


Find out how much your business is worth with this simple questionaire.

Start Survey

What 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 Us

Helpful Content

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

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

Principles of Preserving Wealth

Principles of Preserving Wealth

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

 

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

View all articles arrow

How Compound Interest Works

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Federal Income Tax

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

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

18 Years Worth of Days

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

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

The Junk Drawer Approach to Investing

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

View all videos arrow