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.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
When considering life insurance, it's important to understand your options.
Here are six flags that may make your tax return prime for an IRS audit.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Five strategies for managing your student debt.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
When should you take your Social Security benefit?
$1 million in a diversified portfolio could help finance part of your retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.