Personalized Planning for a Confident Financial Future
YOUR FINANCIAL PARTNER
The foundation of our approach is a deep planning perspective that we use to design a comprehensive financial plan to help you pursue your distinct goals. We are your financial partner – we work collaboratively with you to establish a strategy that you understand, are comfortable employing and feel confident following toward your dreams.
Whether you want to plan for retirement, manage risk, save for college education, plan your estate – or all of those – we have the experience and resources to help. You know your goals. We know financial planning. Together, we can help you discover financial confidence.
If you’re not confident about your financial plan, let’s talk. No pressure. No commitment. Just a conversation about your financial well-being.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Saving for College 101
Here’s a crash course on saving for college.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Can you keep up with your children’s mobile slang?
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
There are common mistakes you can avoid when saving for retirement.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Here is a quick history of the Federal Reserve and an overview of what it does.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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.
Women must be ready to spend, on average, more years in retirement than men.