Helping You Plan a Dynamic Retirement
Since 1988, we have specialized in the design, implementation and coordination of retirement accumulation and distribution, as well as estate and portfolio management strategies. We take a highly personal approach with our clients, and this care and regard sustains the long-term relationships we enjoy with them. We pledge to make every conscientious effort to understand the conditions, needs and goals of our clients and render the same service we would apply to ourselves.
We all have only one opportunity to retire. One misstep at the wrong time can jeopardize the success for which you’ve worked so hard. It should be comforting to know that over the last 30 years, more than 200 clients have successfully retired with us. Our philosophy of disciplined, long-term investing – combined with our dynamic approach to planning – are the key ingredients to this success. If you believe our depth of experience is of value in accomplishing your retirement goals, we invite you to explore this site. Please see below to learn more about our personalized client service, independent objectivity and investment philosophy.
Personalized Client Service
You receive highly-responsive attention from our small team of experts.Learn More
We are structured so that your interests always come first.Learn More
Our guiding principles are patience, discipline, and a focus on your long-term goals.Learn More
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
For many, retirement includes contributing their time and talents to an organization in need.
Here are five facts about Social Security that are important to keep in mind.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Here’s a quick guide to checking to see if you have unclaimed money.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
What if instead of buying that vacation home, you invested the money?
Making the most of surprises is a great reason to work with us.
All about how missing the best market days (or the worst!) might affect your portfolio.
There are hundreds of ETFs available. Should you invest in them?