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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SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
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You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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HDHP/HSA Pairing May Help Control Medical Costs
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
Calculators
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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.
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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.