Many financial services firms focus on analyzing a client's financial data and conclude with strategies, tactics and tools. We view our clients as a whole person, recognizing that decisions made about money are driven by profound experiences in other parts of our client's lives.
Our time is invested in you, to understand your life, your journey, your challenges, your goals, your expectations. As a result, we can help you implement a complete financial plan that is realistic, meaningful and more likely to be achieved. Some of the key areas we look at are: Risk Management (insurance), Tax Management, Retirement Planning, and Estate Conservation.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
What If You Get Audited?
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Understanding how a stock works is key to understanding your investments.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
The uncertainties we face in retirement can erode our sense of confidence.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
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
The importance of life insurance, how it works, and how much coverage you need.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
$1 million in a diversified portfolio could help finance part of your retirement.
Learning more about gold, and its history, may help you answer that question.