With this website, we provide you with additional resources to assist you with managing your financial future.
Please remember that technology and information are only one small part of the service we provide. We have not lost sight of the fact that human contact and personalized service are the most important part of what we do.
We want to emphasize that the one-on-one relationship that allows us to assess your unique financial needs and goals is our top priority.
We hope you find this website useful and looking forward to a long, continued relationship.
Retirement Seen Through Your Eyes
What's your vision of retirement?
This calculator shows how inflation over the years has impacted purchasing power.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
This attention-grabbing infographic covers retirement topics you may not have considered.
What kind of auto insurance should you have? Do you know?
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
There are things about Social Security that might surprise you.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A special needs trust helps care for a special needs child when you’re gone.
Here’s a crash course on saving for college.
What is your plan for health care during retirement?
A bucket plan can help you be better prepared for a comfortable retirement.
How does your ideal retirement differ from reality, and what can we do to better align the two?
$1 million in a diversified portfolio could help finance part of your retirement.