Welcome! This site is especially designed for the clients and associates of our firm. Here you will find reports, links to important resources, and newsletters with the latest topical information.
We have over 42 years of experience in providing financial consulting services. Through dedication, knowledge and consistency we strive to provide peace of mind as well as investment success to our clients.
We are a Registered Investment Advisor providing Financial Consulting and Investment Management to Individuals, Families, Small Businesses, Non-Profits, Retirement Plans and Endowments.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Do you know where the idea of “retirement” comes from?
The item most homeowners forget on their home improvement project checklist is insurance.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Here’s a guide to explain all the parts of Medicare.
A four-step framework for building a personal legacy.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
What is your plan for health care during retirement?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Women must be ready to spend, on average, more years in retirement than men.
All about how missing the best market days (or the worst!) might affect your portfolio.
Are you ready for retirement? Here are five words you should consider.
Here’s a crash course on saving for college.