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
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Building Your Legacy
A four-step framework for building a personal legacy.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Building wealth requires protection from the forces of wealth destruction.
Term insurance is the simplest form of life insurance. Here's how it works.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator demonstrates the power of compound interest.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Recent changes in estate tax laws could affect the strategy you have in place.
What is your plan for health care during retirement?
Are you ready for retirement? Here are five words you should consider.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?