Planning, Protecting, Providing
Full-service and independent financial planning firm.
Request a FREE ConsultationMission Statement
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.
We’re more than just a place to do business…
Our Team
We strive to offer clients customized solutions and confidence 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.
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Wealth Management
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.
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What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.