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
-
Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
-
Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
-
Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
-
New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Car Affordability
How much can you afford to pay for a car?
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.