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
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
In the face of divorce, making changes to insurance coverage may be overlooked.
For some, the social impact of investing is just as important as the return, perhaps more important.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate your monthly and annual income from various IRA types.
The importance of life insurance, how it works, and how much coverage you need.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Understanding the cycle of investing may help you avoid easy pitfalls.
What does your home really cost?
There are hundreds of ETFs available. Should you invest in them?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Taking your Social Security benefits at the right time may help maximize your benefit.