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.Contact Us
We are a team of experienced professionals, ready to help with your financial issues and concerns.Learn More
Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.Learn More
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
As our nation ages, many Americans are turning their attention to caring for aging parents.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
This article may help you maximize the benefits of your donation for your chosen charity.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Savvy investors take the time to separate emotion from fact.
The decision whether to buy or rent a home may have long-term implications.
Understanding the cycle of investing may help you avoid easy pitfalls.
An amusing and whimsical look at behavioral finance best practices for investors.
A special needs trust helps care for a special needs child when you’re gone.
Learn how to harness the power of compound interest for your investments.