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Planning, Protecting, Providing

Full-service and independent financial planning firm.

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Mission 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…

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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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Helpful Content

Long-Term-Care Protection Strategies

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

What To Do When Your Income Reaches 7 Figures

What To Do When Your Income Reaches 7 Figures

Preserve your hIgh net worth with these foundational tips.

 

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Rightsizing for Retirement

What does your home really cost?

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