Wealth Management
A Integrated team of experienced, credentialed, CPAS and Attorneys-, All working together for your overall life plan.
Learn MoreFinancial Planning
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 MoreInvestments
We offer access to broad non-proprietary investment platforms, providing choice and objectivity in addressing the simplest to the most complex investment needs.
Learn MoreHelpful Content
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Debt Stress
There’s a link between debt and stress.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
View all articles 
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
View all calculators
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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.
View all presentations
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Rightsizing for Retirement
What does your home really cost?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
The Business Cycle
How will you weather the ups and downs of the business cycle?