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
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Saving for College
This calculator can help you estimate how much you should be saving for college.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Saving for College
This calculator can help you estimate how much you should be saving for college.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?