What do we do?
- We provide individualized advice and services to help affluent individuals and small business owners plan for the future, manage risk, work to accumulate & preserve personal wealth, retire comfortably and create wonderful legacies.
- With 2 distinct practice sections and an experienced team of specialists, we complement investment management services with income and estate tax planning, insurance analysis, Roth IRA conversions, tax loss harvesting and other creative financial strategies.
What makes us different?
- Independence with reach - Unlike many advisors, who follow the direction of large banks, brokerage firms or insurance companies, we are guided by our own values, principles and professional judgement, yet we have direct access to world renowned experts, software tools, research departments and product sponsors. Client needs alone drive our decisions.
- Commonality - and diversity - of interests - We share many goals, wishes and concerns with our clients.
Why should we be working for you?
- Plain and simple.....WE CARE!
... enough to attain professional credentials and technical specialization.
... enough to be independent.
... enough to have among the top financial tools, products and professionals.
... enough to keep costs down without sacrificing quality.
... enough to communicate regularly and know our clients through and through.
... enough to help prevent clients from making herd-mentality mistakes that are prevalent in uncertain times.
... enough to earn and keep the trust of our clients - we serve multiple generations for most of our clients.
We are a branch office of LPL Financial, America's largest independent broker/dealer, as reported by Financial Planning magazine, June 1996-2012, based on total revenue. We are proud of the confidence that current clients have placed in us, and are happy to provide professional references.
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Knowing the rules may help you decide when to start benefits.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
A quick look at how federal income taxes work.
Here's a breakdown of how the federal government spends your tax money.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
An increasing number have been developed to help individuals with their personal finances.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
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Here are five facts about Social Security that might surprise you.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
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We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Smart investors take the time to separate emotion from fact.