We are committed to setting the standard for professionalism, quality of service, and advice for individuals and businesses seeking assistance with their unique financial situations.
We strive to take excellent care of our clients, creating long lasting relationships. Trust is a cornerstone. It is earned, not given, and we value the relationships we develop with our clients, their families, and businesses.
Experience and knowledge are imperative in rendering sound financial advice and guidance.
Flexibility is key in tailoring solutions for each client's unique financial situation.
Clear, concise language is imperative when guiding clients through the financial planning process; from the beginning of the relationship, to implementation, and monitoring of their progress.
The wealth of information available on this website will assist you in gaining a better understanding of the personal financial planning process and its main components:
- Estate Planning
- Life, Disability, and Long-term Care Insurance
- Financial Planning*
- Stocks, Bonds, Brokered CD’s, and Mutual Funds*
- Qualified Retirement Plans (401k, 403b, etc.)*
- Traditional, Roth & Rollover Services*
- Fixed and Variable Annuities*
Newsletters
-
HOT TOPIC: Antitrust Crackdown Aims to Increase Competition
See how an executive order to curb excessive consolidation of industry might affect consumers, small businesses, investors, and the economy.
-
Avoiding Probate
Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.
-
Preparing for Libor to Leave the Building
The London Interbank Offered Rate influences borrowing costs worldwide. Discover why the financial industry wants a more reliable benchmark.
-
Don’t Let Debt Derail Your Retirement
This article looks at high debt levels among older Americans and why it’s important to analyze and address debt before retirement.
Calculators
-
Lease Payment
How much would your monthly lease payment be?
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?