ARE YOU READY FOR YOUR NEXT BIG ADVENTURE?
If you're like 93% of Americans, you're looking forward to retirement.
But are you really prepared for what lies ahead?
Our free ebook can help you find out. Register today to receive your copy of
"Retire Happy: A Simple Guide to Your Next Big Adventure."
Empowerment
Count on the expertise of Certified Financial Planner™ Professionals to educate you, de-mystify complex topics and empower you to make informed decisions
Confidence
We reduce the financial worries that keep you up at night by helping to manage risk, protect your family, and enabling you to pursue your goals
Time
We do the research, analysis, comparisons, and management of your finances so you have more time to do what you love
Personalized Financial Strategies For the Many Milestones in Life
In an ever-changing financial climate, it can be challenging to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. Without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.
We are an independent wealth management firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with unbiased advice and recommendations. Everyone’s situation, values and objectives are different. It is our utmost goal is to get to know you in order to provide personalized strategies that will grow with you throughout your life. We take pride in helping growing families and pre-retirees pursue their financial dreams.
Contact UsHelpful Content
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Life Insurance Myths: Debunked
Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Social Security: The 64,000 Dollar Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.