Broker Check
"I am not sure who to trust with my financial matters" “Do I  have enough money to work with a financial planner?” “I am embarrassed about some of my financial decisions” “I don’t have time to manage my investments”

Planning and Coaching

Comprehensive financial planning and ongoing coaching to help you prepare for the future.

Learn More

Financial Solutions

How your plan is implemented is just as important as developing the plan. We provide the solutions to help you take care of yourself and the people you love.

Learn More

Your Business Planning

Business owners and Executives face special financial concerns. We offer financial solutions specific to the business owner and non-profit organizations.

Learn More

Helpful Content

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

 

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

View all articles arrow

The Business Cycle

How will you weather the ups and downs of the business cycle?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

View all videos arrow