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 Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
View all articles 
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
View all calculators
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
View all presentations
The Business Cycle
How will you weather the ups and downs of the business cycle?
Surprises
Making the most of surprises is a great reason to work with us.
Saving for College 101
Here’s a crash course on saving for college.
Emerging Market Opportunities
What are your options for investing in emerging markets?
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.