Who Are Our Clients?
Our clients are individuals and families who embrace life in its fullness and who are passionate about their commitments to family, faith, community, and their own ongoing self-development.
They live busy lives, and regardless of their age or stage of life, they are young at heart.
They have spent their lives committed to hard work and are devoted to family, friends, and the greater community.
Our clients have been successful in their lives and finances and want to simplify and consolidate their life savings and implement sound strategies that will help them protect, grow, and eventually transfer their wealth to those they love and the causes they care about.
Many of our clients are experiencing a life transition and are concerned about the multiple risks they face in rearing a family, caring for parents, or entering retirement. These include concerns over market volatility, changing social and economic conditions, high taxes, outliving assets, or the possibility of a catastrophic health care event. Our clients are looking for peace of mind in an ever-changing world.
Our clients value a comprehensive, disciplined approach to financial planning that is committed to mitigating the myriad risks they face. They are motivated to make proactive changes in order to meet the challenges they face by developing meaningful, achievable goals and implementing a plan that puts them confidently on course to actualize their dreams and successfully reach those goals.
Download Our "9 Investment Pitfalls" Whitepaper
Few words better characterize today's financial markets than uncertainty. We believe investors need to adjust their expectations in order to adapt to the road ahead.
Read our whitepaper to find out what critical mistakes investors should avoid.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
What does the Tax Reform and Jobs Act mean for you?
When considering life insurance, it's important to understand your options.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
How literate are you when it comes to your finances? Brush up with these five basics.
Understanding how a stock works is key to understanding your investments.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you know these three personal finance sayings?
Women must be ready to spend, on average, more years in retirement than men.
When should you take your Social Security benefit?
What if instead of buying that vacation home, you invested the money?
Do you have causes that you want to support with donations? Here are three tips.