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.
View Our Approach
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
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Your credit score may influence how much you pay for auto and home insurance.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Tips on insuring your teen driver.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Around the country, attitudes about retirement are shifting.
Learn how to harness the power of compound interest for your investments.
When should you take your Social Security benefit?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What is your plan for health care during retirement?
If you died, what would happen to your email archives, social profiles and online accounts?