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.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
At what point can you call a personal vehicle commercial?
Even low inflation rates over an extended period of time can impact your finances in retirement.
In the face of divorce, making changes to insurance coverage may be overlooked.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
An increasing number have been developed to help individuals with their personal finances.
It's important to understand the pros and cons when considering a prepaid debit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A bucket plan can help you be better prepared for a comfortable retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Women must be ready to spend, on average, more years in retirement than men.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There are three things to consider before dipping into retirement savings to pay for college.