Here we provide you with additional resources to assist you with managing your financial future.
Please remember that technology and information are only one small part of the service we provide. We have not lost sight of the fact that human contact and personalized service are the most important part of what we do.
We want to emphasize that the one-on-one relationship that allows us to assess your unique financial needs and goals is our top priority.
We hope you find this site useful and look forward to a long, continued relationship.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Retirement choices can be intimidating. Picking the right strategy.
Ascertaining the value of your business is important for a variety of reasons.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Marriage changes everything, including your insurance needs.
This early financial decision could prove helpful over time.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Here are five facts about Social Security that might surprise you.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Learn about what risk tolerance really means in this helpful and insightful video.
An amusing and whimsical look at behavioral finance best practices for investors.
When markets shift, experienced investors stick to their strategy.