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. 

As your financial advocate, we take the time to understand what you want out of life and how you feel about your wealth.  We will help guide you along your financial journey.  By talking with you about your life and your goals we can anticipate any changes that need to occur in your financial strategy.  We organize all of your personal and family financial information in one place.  Our years of experience are coupled with a comprehensive approach and sophisticated technology.  We consolidate your information and present it in a way that is easy to understand and available anytime, day or night.   

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Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Savings Accumulation

Estimate the future value of your current savings.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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Newsletters

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Dispelling Umbrella Insurance Myths

Many people may think their chances of being hit with a multimillion-dollar lawsuit are fairly slim. Besides, wouldn't the liability coverage on their homeowners and auto insurance policies be enough to protect them against a claim or a lawsuit? Unfortunately, there are misconceptions about umbrella liability insurance that could cause someone to be underinsured.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

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