You Matter to Us
While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have.
We’ll be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at any time.
We are always here for you.
Integrity.
Our founders are committed to the highest levels of professional courtesy, accuracy and ethics. Our team cares deeply about the well-being of you and your loved ones, which we demonstrate through our personalized service, effective collaboration, continuing education and diligent market research.
Experience.
With over 50 years of combined financial industry experience, we are well equipped to address all aspects of your unique situation and to seek the most appropriate strategies for treating your overall financial picture. Our extensive experience in investments, retirement planning and business strategies enables us to develop a holistic game plan that helps you pursue your vision of success.
Trust.
Our relationship with you is based on mutual trust and respect. As this relationship grows, we maintain strong communication through timely market and financial updates, annual portfolio reviews and ongoing personal contact.
Contact UsHelpful Content
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
How to Support Local Businesses During a Pandemic
Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
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Doubling Your Money
This calculator demonstrates the power of compound interest.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.