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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Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
College Savings
See how much you may need to save now to cover future college costs for your child.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.