Experience the Difference

Strategic:  Financial decisions are interconnected and cannot be made without examining each move’s full effect on the client’s overall plan.  From the strategic planning that goes into our dynamic, real-time Wealth Plans; to the strategic, tactical, proactive investment management process that we utilize; we are setting the standards by which wealth management firms will be judged in the future. 

Wealth:  We define true wealth as all that money can’t buy and death can’t take away.  Our goal is to help our clients find true wealth by uncovering what is truly important in their lives while providing them with peace of mind so that they can pursue it.

Partners:  Our clients are our partners.  As a fee-only investment advisory firm, we have a fiduciary responsibility to always act in the best interests of our clients, putting us on the same team as our clients.  We have a vested interest in protecting and growing the net worth of our clients, while managing risk on a daily basis.  By operating in a completely transparent, conflict-free manner, we enable our clients to prosper while achieving peace of mind.
Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

Making Money Market Funds Work for You

Some investors turn to money market funds when they are concerned about market volatility. Although money market funds may carry less risk than stocks, investing in them as a reaction to market volatility also carries the risk of missing out on potential gains when the market begins to recover.

Protecting What May Be Your Most Valuable Asset

Statistics indicate 43% of 40-year-olds will suffer at least one long-term disability (lasting 90 days or longer) before age 65. Disability income insurance could help protect your most valuable asset: your ability to earn an income.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

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