- Client-Centered
Your concerns are our concerns. We make it a top priority to provide a superior experience for all of our clients.
Learn More - Custom Strategies
Our mission is to increase your odds of success, reduce investment risk, lower taxes, and help you leave a legacy.
Learn More - Independence
We work strictly for you as an independent firm, developing strategies that align with your individual goals and objectives.
Learn More
Helpful Content
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
View all articles 
Estimate Your RMD
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Saving for College
This calculator can help you estimate how much you should be saving for college.
View all calculators
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.