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The Client Relationship Means Everything

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.

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Independent Objectivity


We are structured so that your interests always come first.

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Investment Philosophy


Our guiding principles are patience, discipline, and a focus on your long-term goals.

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Helpful Content

Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Ways to Supplement Your Medicare Coverage

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

 

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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