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
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much you have the potential to earn during your working years.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Here are five facts about Social Security that might surprise you.
What does your home really cost?
With alternative investments, it’s critical to sort through the complexity.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Even low inflation rates can pose a threat to investment returns.
A bucket plan can help you be better prepared for a comfortable retirement.