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
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Here's a breakdown of how the federal government spends your tax money.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Taking your Social Security benefits at the right time may help maximize your benefit.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Here are five facts about Social Security that might surprise you.