Who We Are
We are a boutique financial services firm helping individuals pursue their life goals.Learn More
What We Do
We help individuals with a variety of concerns, such as wealth accumulation, retirement, and estate preservation.Learn More
What Makes Us Different
Simply put, we know clients. We foster deep relationships and when they succeed, we succeed.Learn More
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 Us
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Time and market performance may subtly and slowly imbalance your portfolio.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Life insurance proceeds are generally tax-free. But not in all cases.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are three things to consider before dipping into retirement savings to pay for college.
Learn about the importance of having an estate strategy in this helpful and informative video.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Do you have causes that you want to support with donations?
An amusing and whimsical look at behavioral finance best practices for investors.
Agent Jane Bond is on the case, cracking the code on bonds.