We are committed to providing you with the highest quality professional service. We are dedicated to developing a personal connection with our clients and providing a lifetime of financial services for you and your family. I will not only help you identify and understand your goals, I will manage your investments to focus on those goals. Tax planning, in addition to preparation, is a key focus as taxes affect your financial well-being. Together, we will address all financial issues that affect you, such as taxes, insurance, your mortgage, and planning needs regarding retirement, college, business and estate protection. Our focus is building lifelong relationships and completely understanding our clients, and in so doing, are able to provide comprehensive, personalized financial advice.
Whatever your goals, we can help you get there
Focus on your future. Invest in your tomorrow. You need to know where you are, where you want to be, and how to get there.
There’s a link between debt and stress.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A look inside the U.S. government's statistics on household net worth.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
For some, the social impact of investing is just as important as the return, perhaps more important.
Marriage changes everything, including your insurance needs.
Five creative (and inexpensive) ideas for motivating your employees.
Here are some simple and inexpensive energy-saving tips that may help you save money.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Even low inflation rates can pose a threat to investment returns.
How do the markets usually react to elections? Was the 2016 election any different?
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.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Estate conservation is too important to put off. Do you have a smart exit strategy?