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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Navigating Uncertain Times
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Helpful Content
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
The Best Apps in Travel
Technology tips to make your next trip even better.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?