CERTIFIED FINANCIAL PLANNER – CFP®
We look at the big picture, do our own research, and get you to where you want to be!
Certified Plan Fiduciary Advisor – CPFA
We specialize in the design implementation of custom retirement plans!
Certified Divorce Financial Analyst – CDFA™
We assist clients in overcoming a major challenge of divorce by ensuring a fair and equitable financial settlement.
WealthCare Portal Experience
Do you have a way to view your entire financial picture at any given moment, in real time? In an ever-changing financial climate, it can be difficult to keep an eye on every investment, and know the present value of all your assets. We believe you deserve to understand what's happening with your money. Our WealthCare Portal updates each day and not only makes it possible for you to see your current financial snapshot, but gives you the ability to see the impact of your financial decisions before you make them.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Even if you’re young and single, you should still consider protecting yourself.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Women must be ready to spend, on average, more years in retirement than men.
Investors seeking world investments can choose between global and international funds. What's the difference?
Taking your Social Security benefits at the right time may help maximize your benefit.
Do you have causes that you want to support with donations? Here are three tips.
With alternative investments, it’s critical to sort through the complexity.
Pundits say a lot of things about the markets. Let's see if you can keep up.