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 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.
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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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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.
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A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Saving for College 101
Here’s a crash course on saving for college.