We consult, diagnose, and prescribe the “ideal” solutions to maximize retirement success.Learn More
Portfolio construction that is customized to a client’s risk with up-side potential and down-side protection.Learn More
An RIA, or Registered Investment Advisor, is an independent advisor who is able to offer investment advice, is not paid on commission, and is not tied to a specific firm or broker-dealer. Most importantly, though, an RIA has a fiduciary duty to their clients, meaning that they must always act in their clients' best interests.Learn More
Solutions designed to protect you family or business. We offer complete analysis of your coverage and needs to protect you from the unexpected in life.Learn More
Our goal is to be an indispensable adviser, by treating each client relationship with the integrity and honesty people want and the hard work people deserve. Our solutions often go beyond basic guidance, involving the use of our knowledge to develop creative, even innovative, solutions customized to the client’s goals, needs, timelines, and objectives.Contact Us
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
A look inside the U.S. government's statistics on household net worth.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
A change in your mindset during retirement may drive changes to your portfolio.
Your credit score may influence how much you pay for auto and home insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
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.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
What if instead of buying that vacation home, you invested the money?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Here is a quick history of the Federal Reserve and an overview of what it does.
Women must be ready to spend, on average, more years in retirement than men.
Understanding the cycle of investing may help you avoid easy pitfalls.