A Integrated team of experienced, credentialed, CPAS and Attorneys-, All working together for your overall life plan.Learn More
No speculation or guessing. Decisions are made on extensive research and analysis for college, retirement, estate, Social Security, asset allocation and insurance needs analysis.Learn More
We offer access to broad non-proprietary investment platforms, providing choice and objectivity in addressing the simplest to the most complex investment needs.Learn More
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Five phases to changing unhealthy behaviors.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Second marriages are a trigger event to revisit any existing estate strategies.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Learn all about Medicare basics in this informative and insightful article.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Why are 401(k) plans, annuities, and IRAs so popular?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you have causes that you want to support with donations?
Making the most of surprises is a great reason to work with us.
Savvy investors take the time to separate emotion from fact.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.