Our goal is to provide personalized financial and estate planning services and products to assist successful people in seeking to accumulate wealth, preserve wealth and provide for the people they care about. 



  We are a family owned business that offers customized and creative solutions to your financial needs. We aim to develop a long-term relationship as your “first call financial advisor.” We invest time up front getting to know and understand you, your goals, wants, desires and plans. We work with you to create a personalized plan to help you attain your goals and objectives.



 We provide continued assistance to keep your plan current through our regular review meetings. We are independent by choice, preferring to work for you, not for one company. This allows us to shop the market to find appropriate solutions for you. 


 




 


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LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

More Calculators →

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

Get Ready for Earnings Season

Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

More Newsletters →

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