Understanding Today’s Financial Environment
As an Independent Financial Advisory Firm, we work with a team of professionals helping to take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
As Independent Financial Advisors, we have years of experience in financial services. We can help you address your needs of today and for many years to come and look forward to working with you through all stages of your life.
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We are a team of experienced professionals, ready to help with your financial issues and concerns.
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Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.
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Helpful Content
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?