Thank you for visiting our website, we hope it will provide you with information that is helpful.
We are a financial services firm committed to helping our clients pursue long-term financial success. Our programs are designed to help grow, protect and conserve our clients' wealth while delivering a high level of personalized service.
We are a group of financial consultants who work together, yet independently. Here is how this may benefit you. All of our representatives work with clients for whom they are individually responsible, yet we share research and ideas on a continuous basis, both informally and through ongoing meetings. Our combined knowledge, experience and backgrounds deliver benefits to all of our clients.
We encourage you to explore our site and learn more about us and the services we provide. If you have any questions or need more information, please contact us.
We look forward to hearing from you.
Helpful Content
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
View all articles 
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Surprises
Making the most of surprises is a great reason to work with us.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Saving for College 101
Here’s a crash course on saving for college.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.