We believe that our relationship with our clients is the most important aspect of financial planning. Since 1987, we have been providing ‘down to earth’ advice based on your situation. We really do believe Your Future Matters.Learn More
We strive to help you meet your retirement goals, protect your family and preserve your assets by creating your personalized written financial plan to keep you on your right track.Learn More
You can count on us to be your ‘Boutique Shop’ to get it all done for you. Being a CFP®, a Registered Investment Advisor and Insurance Licensed, we have all you need to plan your success.Learn More
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Five strategies for managing your student debt.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
It's important to understand the pros and cons when considering a prepaid debit card.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine your potential long-term care needs and how long your current assets might last.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Making the most of surprises is a great reason to work with us.
A special needs trust helps care for a special needs child when you’re gone.
There are hundreds of ETFs available. Should you invest in them?
There’s an alarming difference between perception and reality for current and future retirees.
The decision whether to buy or rent a home may have long-term implications.
Learn how to harness the power of compound interest for your investments.