Small in Size, Big in Service
We are a boutique firm that is big in service and value. Though we are not a huge enterprise, we are large enough to possess the resources, infrastructure and economies of scale needed to run a modern, efficient, and full-service practice. Our focus is on high-touch, individualized service, not having thousands of customers.
Many wealth management firms offer investment management as their singular focus because it is scalable. We know that personal financial success is rarely achieved by investments alone. We believe that a holistic approach to financial planning is the best approach for pursuing financial freedom.
Our clients are successful and cost-conscious consumers who know when professionals can help them manage areas of their lives for which they lack the time, inclination or experience to handle themselves.
Call us today for a free initial consultation.
Contact UsHelpful Content
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How Stocks Work
Understanding how a stock works is key to understanding your investments.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.