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
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Credit Scores Reach Record High
This article discusses the components that determine your credit score and provides tips for maintaining a high score or raising a low one.
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Charitable Giving Can Be a Family Affair
Discover four ways to incorporate charitable giving into an overall financial plan that fulfills a family’s wish to “give back.”
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Catalytic Converter Thefts Are on the Rise: Here’s Why
Find out why catalytic converters are targeted by thieves and how comprehensive auto insurance can help provide some financial protection.
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Crisis Averted? Financial Help for Struggling Renters and Landlords
Read about programs that help both landlords and tenants by providing direct housing assistance for eligible renters.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.