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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Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.