Planning, Protecting, Providing
Full-service and independent financial planning firm.Request a FREE Consultation
In an ever changing world, we strive to offer clients customized solutions and guidance when making important decisions concerning financial planning, personal and business insurance protection, and investment management.
Through personalized customer service and the use of sophisticated tools, in-depth analysis and appropriate investment vehicles, we endeavor to exceed our clients’ expectations regardless of how simple or complex their objectives.
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We’re more than just a place to do business…
We strive to offer clients customized solutions and peace of mind when making important decisions concerning financial planning, personal and business insurance protection, and investment management. We can help you address your needs of today and for many years to come.Learn More
We strive to encompass the current and future needs of our clients' financial life. Some of the varied financial advice and wealth management services we provide include skilled money management, investment strategy, insurance consulting, tax analysis, and retirement and estate planning.Learn More
Dollars and Sen$e
Tune in to "Dollars and Sen$e", our monthly cable television show. Every month, we dive deeper into our viewers’ most pressing financial concerns and cover topics such as retirement planning, insurance needs, and other planning matters. "Dollars and Sen$e" airs on PCTV.Learn More
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Understanding the value of a home warranty.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Understanding how a stock works is key to understanding your investments.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Beware of these traps that could upend your retirement.
Do your insurance needs stay the same when the nest empties?
This calculator shows how inflation over the years has impacted purchasing power.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Here are five facts about Social Security that might surprise you.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Do you know these three personal finance sayings?