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
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Learn more about women taking control of their finances with this infographic.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
This checklist can give you a quick snapshot of how prepared you are.
The examples of famous celebrities underline the need for a clear estate strategy.
Use this handy calendar to remember the year’s most important financial dates.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are thousands of ETFs available. Should you invest in them?
All about how missing the best market days (or the worst!) might affect your portfolio.
Here is a quick history of the Federal Reserve and an overview of what it does.
Do you have causes that you want to support with donations?
The decision whether to buy or rent a home may have long-term implications.
Here’s a quick guide to checking to see if you have unclaimed money.