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
Helpful Content
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Exploring Retirement Plans for Small Businesses
Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
How Stocks Work
Understanding how a stock works is key to understanding your investments.
View all articles 
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
View all calculators
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.