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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All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
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How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
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Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
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Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
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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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.