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.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Second marriages are a trigger event to revisit any existing estate strategies.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Learn a little about worldwide currency in this fun infographic
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The decision whether to buy or rent a home may have long-term implications.
Do you know these three personal finance sayings?
A bucket plan can help you be better prepared for a comfortable retirement.
Here are five facts about Social Security that might surprise you.