Broker Check

                    Account View
Authenticity
smiling family sitting in the park

Purpose

Our Purpose is Simple;
Our Mission is Clear:

Add value to your life.

right pointing chevron

See More

glass globe sitting on spreadsheets

Services

What We Offer

  • Portfolio management
  • Financial planning
  • Business retirement plans
  • Business strategy and transition planning
  • Tax planning and preparation*
right pointing chevron

See More

family meeting with advisor

Connecting

Connecting With Us 

Who enjoys working with us most?

right pointing chevron

See More

Helpful Content

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

 

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

View all articles arrow

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

View all calculators arrow

5 Smart Investing Principles

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

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

View all presentations arrow

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Rightsizing for Retirement

What does your home really cost?

Emerging Market Opportunities

What are your options for investing in emerging markets?

View all videos arrow