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
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HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
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New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.