What Makes Us Different
Our firm takes pride in being a completely independent financial services firm. The benefits of this include: greater transparency, increased accountability, and the freedom to offer independent advice so that our clients are able to pursue their goals. To put it simply, being an independent firm ensures our goals are aligned with the goals of our clients.
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Helpful 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.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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.