We are independent financial professionals striving to provide the highest quality products and services to our clients.  Through our objective and unbiased analysis, we plan and implement strategies for individuals, families, and businesses to help them reach their goals.  We measure our success by how often our clients reach their goals.
 
                                      

               Kevin MacWilliams                                       Elisa Jones
               Principal                                                        Principal
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Newsletters

Can You Count on Disability Income?

Disability income insurance replaces a percentage of your salary if you should experience a disability that makes it impossible for you to continue working.

Time to Revisit Risk

During volatile financial times, it is only natural to reconsider your own personal risk tolerance and review the role of risk in your portfolio.

Managing Volatility with a Bond Ladder

One way to help manage interest-rate risk and cash flow from bonds is to construct a bond ladder.

TIPS for Managing Inflation

The U.S. Treasury issues a form of debt that helps protect investors from the effects of inflation: Treasury Inflation-Protected Securities (TIPS).

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