Take the surprise out of life's transitions with a team who will really listen.
Learn More
We specialize in holistic retirement planning that brings your goals and dreams to life.
Learn More
Let us be your advisor for you and your family at every stage of your financial life.
Learn MoreHelpful Content
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
View all articles 
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
View all calculators
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
View all presentations
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Rightsizing for Retirement
What does your home really cost?
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
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.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.