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
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Retirement Seen Through Your Eyes
What's your vision of retirement?
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
These food myths will really put a drain on your wallet.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
A timeline covering a few of the major provisions of the SECURE Act 2.0.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
The true cost of raising a child may be far more than you expect.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Do you have causes that you want to support with donations?
There are a few things to consider when buying or leasing your next vehicle.
There’s an alarming difference between perception and reality for current and future retirees.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Pundits say a lot of things about the markets. Let's see if you can keep up.