You Take Center Stage
People are bombarded by the media, bullied by sales people, and bewildered by all the knowledge needed to manage personal finances. We believe that people deserve to have a trusted financial advisor—independent, collaborative, and loyal.
We listen to you. We know how important it is for our understanding that you tell your story, explain your circumstance, and reveal your objectives.
Our 6-Step Discovery Process promotes the development of a framework for your financial plan. Goals and values are clarified. Risk tolerance is determined. We talk candidly with you about the intellectual and emotional factors that shape your decision-making.
We know that trust is earned. It takes time to develop an authentic partnership. Communication is essential. Our system of listening and learning is an intentional process that leads to and then supports a collaborative working relationship. The essential outcome is that your needs come into clear focus.
You are in control. We make recommendations, not decisions. You decide which recommendations to follow, and we assist with the implementation.
We build a face-to-face relationship. Online conveniences are wonderful but nothing beats an in-person conversation with a trusted friend
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
There’s a link between debt and stress.
Do you have an estate strategy? You should.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
A quick look at how federal income taxes work.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Pundits say a lot of things about the markets. Let's see if you can keep up.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.