Our goal is to provide personalized financial and estate planning services and products to assist successful people in seeking to accumulate wealth, preserve wealth and provide for the people they care about. 

  We are a family owned business that offers customized and creative solutions to your financial needs. We aim to develop a long-term relationship as your “first call financial advisor.” We invest time up front getting to know and understand you, your goals, wants, desires and plans. We work with you to create a personalized plan to help you attain your goals and objectives.

 We provide continued assistance to keep your plan current through our regular review meetings. We are independent by choice, preferring to work for you, not for one company. This allows us to shop the market to find appropriate solutions for you. 

 

 

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Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

TIPS for Fighting Inflation

Although inflation has been fairly quiet over the past few years, it remains a perennial concern for investors because it reduces the value of money over time.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

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