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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Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
How Income Taxes Work
A quick look at how federal income taxes work.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.