The right choice for the long-term investor
Welcome to our website! There is an abundance of resources for you to explore here. You can view your investment accounts online by using the Useful Links button. You can research funds or use one of our many financial planning calculators. You can also see how the Dow or NASDAQ performed today and create and track your own investment portfolio. Please feel free to e-mail a question or comment to our office. We will respond just as quickly as possible. Use this site as a resource. Come back often and visit, as there will always be something new for you to explore.
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To be the most trusted for our professional knowledge, integrity, and personalized service.
Mission To Deliver
To guide our clients in making informed decisions through education, communication and service that exceeds their expectations.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
There are ways to improve your physical fitness without denting your fiscal fitness.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A bucket plan can help you be better prepared for a comfortable retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The decision whether to buy or rent a home may have long-term implications.