Your Financial Future
In today’s ever-changing and complicated world everyone needs a plan. Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the foundation of our success.
It’s all about proactively building the life you want to live for you and your loved ones, as well as, being in a position to affect the things in life you care about. Whether it is planning for retirement, building a business, financing your children’s education or building a legacy there’s no better time to start than now.
A successful financial plan is a fluid, collaborative process. It must be user-friendly and flexible enough to make adjustments as needed - whatever life throws your way. We want your financial plan to be based upon your life and your needs, not on any financial institution’s self-interest. As a fee-based financial planning firm, having advisors affiliated with an independent broker-dealer, we have the flexibility to offer fully customized financial plans and investment advice.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Five phases to changing unhealthy behaviors.
There are common mistakes you can avoid when saving for retirement.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
That big list of dreams and goals isn't the only way to look at your bucket list.
What does your home really cost?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Here are five facts about Social Security that might surprise you.