How We Do Business
Our firm has helped many people just like you pursue their financial objectives.Learn More
What We Can Offer You
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Working with a CFP®
Is partnering with a CERTIFIED FINANCIAL PLANNER™ right for you?Learn More
As an independent wealth management firm, we guide our clients, helping them create strategies to preserve and grow their assets over multiple generations. We specialize in advising executives, employees of large corporations, and their families, specifically in the areas of wealth growth and preservation. Our goal is to discover a balance for these clients between living the retirement they deserve and ultimately passing on a legacy to their loved ones.Contact Us
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Explore the growing influence women wield over the economy with this handy infographic.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Good employee health can be great for the company’s bottom line.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
There are things about Social Security that might surprise you.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
$1 million in a diversified portfolio could help finance part of your retirement.
When markets shift, experienced investors stick to their strategy.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are three things to consider before dipping into retirement savings to pay for college.
Learn how to harness the power of compound interest for your investments.