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.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Understanding the economy's cycles can help put current business conditions in better perspective.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
What’s the deal with your yearly free credit report?
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Using smart management to get more of what you want and free up assets to invest.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Here is a quick history of the Federal Reserve and an overview of what it does.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here are five facts about Social Security that might surprise you.
Around the country, attitudes about retirement are shifting.