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
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
What's My 2023 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
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.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Making the most of surprises is a great reason to work with us.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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.