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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.

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Helpful Content

Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Managing Your Lifestyle

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

 

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

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.

Debt Stress

There’s a link between debt and stress.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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