Independent Thinking Since 1994
Whether you are interested in crafting a comprehensive financial plan, or looking to address a specific issue – be it college funding, claiming Social Security benefits, building a custom-tailored investment portfolio or implementing a cost-effective retirement plan for your business – you want to work with an advisor committed to putting clients’ needs first.
If you’re indeed looking for such an advisor, you have come to the right place! Feel free to explore the information and resources presented on this site, and don’t hesitate to get in touch via phone or email when you’re ready to discuss your particular needs and circumstances.
Newsletters
-
Three Generations of Retirement Strategies
Millennials, Gen Xers, and baby boomers face different challenges in pursuing retirement goals. This article offers strategies to help address them.
-
Mid-Year Is a Great Time to Fine-Tune Your Finances
The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.
-
Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
-
SECURE Act Changes That Matter to Small Employers
The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.