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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Don't let procrastination keep you from pursuing your financial dreams and goals.
An increasing number have been developed to help individuals with their personal finances.
Apps that help small business owners better manage and grow their business.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
It's important to understand the pros and cons when considering a prepaid debit card.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How will you weather the ups and downs of the business cycle?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The decision whether to buy or rent a home may have long-term implications.