Serving Our Clients
Whether you are building wealth, transitioning into retirement, or planning for your business, our objective is to provide wise counsel, establishing a long-term relationship built and earned on the solid foundation of trust.Learn more
Business owners and professionals face special financial concerns. We offer qualified professional assistance to pursue your objectives.Learn more
Continuing Professional Education
In all of our workshops, we strive to deliver significant value for all participants. In our public workshops on Social Security, the economy and capital markets, retirement planning, and other topics, we can provide CPE for CPAs and PHRs in attendance.Learn more
Making the most of surprises is a great reason to work with us.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
There are four very good reasons to start investing. Do you know what they are?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What is your plan for health care during retirement?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Are Real Estate Investment Trusts right for your portfolio?
There are hundreds of ETFs available. Should you invest in them?