Our practice was built and designed to serve others. We advocate for our clients and promise to serve everyone with the same passion and energy with which we serve our country and community.
Independent doesn’t mean alone. Our practice is supported by over 20 seasoned professionals that stand ready to tackle any financial planning questions.
The Future of Financial Advice.
We are a client-focused, principles-driven, advice and asset management company.
Our mission is to have meaningful relationships doing meaningful work with individuals, families, and business that share our principles.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Tips on insuring your teen driver.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A letter of instruction provides additional and more personal information regarding your estate.
What can be learned from the savings rate?
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, cracking the code on bonds.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Learning more about gold and its history may help you decide whether it has a place in your portfolio.