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
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Surprises
Making the most of surprises is a great reason to work with us.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
What to Expect in Your First Year of Retirement
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Saving for College 101
Here's a crash course on saving for college.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?