Our firm’s stewardship of client finances is rooted in our core values. Our genuine sense of responsibility, our diligence, and our integrity earn the trust of our clients.
Our firm’s value of building strong, lifelong client relationships is paramount. We believe that service excellence is achieved by: developing a comprehensive picture of client needs; on-going analyses; financial solutions implementation; and keeping abreast of our clients’ life transitions.
Helping our clients grow in their own financial literacy adds value to our overall client services. We advisors continually expand our financial knowledge through diligent continuing education. We then assist our clients develop a better understanding of their financial situation and needs.
We view our clients’ finances as a puzzle with the various pieces impacting each other. Developing successful financial solutions requires us to first understand our clients’ individual financial pieces. Our solutions connect the pieces into a financial picture. Life events impact the plan. So a personal relationship with our clients is essential to achieve a continually updated, successful financial plan.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Term insurance is the simplest form of life insurance. Here's how it works.
A quick look at how federal income taxes work.
Understanding the value of a home warranty.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
There’s a link between debt and stress.
What’s the deal with your yearly free credit report?
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What is your plan for health care during retirement?
If you died, what would happen to your email archives, social profiles and online accounts?
$1 million in a diversified portfolio could help finance part of your retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.