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Financial Planning

Providing individuals and families with comprehensive Wealth Management and Retirement Services.

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Business Services

Offering Risk Management services, Group and Executive Benefits and Qualified Plans.

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Educational Services

Providing Business and Organizations with Financial Education Workshops and Seminars.

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Understanding Today's Financial Environment

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports designed specifically for individual investors, corporate decision makers and professional practices. 

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind investment strategies, risk management, retirement and estate planning as well as asset management. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals. 

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. 

Helpful Content

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

 

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

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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.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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