Who
Our primary goals is to develop a long-term, trusting relationship with you. We place great importance on your questions and concerns. Your agenda is our agenda.
Learn MoreWhat
We aren't tied to products or services from a single company or family of companies but are free to find those products and services that are most appropriate for our clients.
Learn MoreWhy
We understand today’s financial environment. We know that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.
Learn MoreHelpful Content
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Business Cycle
How will you weather the ups and downs of the business cycle?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.