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.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Here are five facts about Social Security that are important to keep in mind.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Lifestyle considerations in creating your retirement portfolio.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you may need to save for retirement.
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 key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
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.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Women must be ready to spend, on average, more years in retirement than men.
Here are five facts about Social Security that might surprise you.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
$1 million in a diversified portfolio could help finance part of your retirement.