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
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
View all articles 
Saving for College
This calculator can help you estimate how much you should be saving for college.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
View all calculators
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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.
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.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
View all presentations
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The Business Cycle
How will you weather the ups and downs of the business cycle?