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
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
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The item most homeowners forget on their home improvement project checklist is insurance.
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Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
Use this calculator to compare the future value of investments with different tax consequences.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investors seeking world investments can choose between global and international funds. What's the difference?
All about how missing the best market days (or the worst!) might affect your portfolio.
Making the most of surprises is a great reason to work with us.
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.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Even low inflation rates can pose a threat to investment returns.