As an independent firm, we are dedicated to offering sound advice, objective guidance, and building trusted relationships based on our clients’ unique needs and circumstances.Learn More
We are passionate about helping our clients pursue their goals. By working closely with them, we strive to help them feel confident with their investments and progress.Learn More
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Your credit score may influence how much you pay for auto and home insurance.
It's important to make sure your retirement strategy anticipates health-care expenses.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
How federal estate taxes work, plus estate management documents and tactics.
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.
Using smart management to get more of what you want and free up assets to invest.
Peer-to-peer payment apps are one of the newest ways to send money.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Here’s a quick guide to checking to see if you have unclaimed money.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here is a quick history of the Federal Reserve and an overview of what it does.