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.
Where are you in your Life Path?
Helpful Content
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
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College Savings
See how much you may need to save now to cover future college costs for your child.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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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.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Surprises
Making the most of surprises is a great reason to work with us.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.