Custom Financial Solutions Tailored To Our Clients Needs
Our view is that every person, family or business owner has a different financial situation, different objectives and different attitudes about risk and reward. Our vision is to help our clients truly understand their situation, identify goals, and to work together with clients to design a plan to help them get there by utilizing a holistic financial planning process.
Whether it is retirement planning, college funding, employee benefits, estate planning, saving for that dream home or all of the above, every situation deserves a solution as unique as the individuals that we serve.View our Services
Retirement Plan Choices for Small Businesses
Retirement choices can be intimidating. Picking the right strategy.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Ascertaining the value of your business is important for a variety of reasons.
Understanding how capital gains are taxed may help you refine your investment strategies.
It's important to make sure your retirement strategy anticipates health-care expenses.
A look at how variable rates of return impact investors over time.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Savvy investors take the time to separate emotion from fact.
Here’s a crash course on saving for college.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.