We leverage our experience and knowledge to help clients pursue financial independence. Working as a team, we believe a collaborative approach can yield greater results.
Offering complete financial planning services, we work with our clients to understand their unique needs and individual goals, developing a financial strategy tailor-made for them.
We understand planning for the future can be intimidating. We strive to help our clients feel confident in their strategies, offering insight, education, transparency, and personal care.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Read this overview to learn how financial advisors are compensated.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Five phases to changing unhealthy behaviors.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, cracking the code on bonds.
Understanding the cycle of investing may help you avoid easy pitfalls.
Do you have causes that you want to support with donations? Here are three tips.
Here are five facts about Social Security that might surprise you.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?