Client Focused. Period.
It's not just about your money, it's about your life. We understand how complex your life and financial situation can be, and we are here to help. Whether you are nearing retirement, in retirement, had a life altering event or just need a financial plan, we provide you with the information to make suitable decisions for your financial future.
Today's economic environment presents many challenges, but along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. Financial independence is our first priority. We identify your dreams and goals along with understanding your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our core values. We offer educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance.
Newsletters
-
The Beige Book: A Timely Economic Read
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
-
Your Business: Reasons to Keep Personal and Business Finances Separate
Find out why it’s important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.
-
Insurance to Help Protect Your Business from Lawsuits
Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Lease Payment
How much would your monthly lease payment be?