About Us:
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.
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Our Services:
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.
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Resources:
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.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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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.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.