A Different Approach to Your Financial Future
With wealth comes complexity. As independent financial advisors, we can offer a different and disciplined approach to understanding what’s important to you about money. We strive to build a lasting and trustful relationship and to have an impact on your financial goals.
We formed a partnership to bring our individual talents, complementary skill set, and diversity of expertise together to provide the best possible service. We work together to develop and implement your customized financial strategy and plan.
In our first meeting, we learn what’s important to you about money, your goals, desires and concerns. There is no cost to you.
If you chose to continue, we develop a customized financial strategy and plan. This requires you to complete a financial questionnaire and provide us with a list of financial documents. There is a nominal fee for the financial plan. If you are not satisfied with the plan, you do not need to pay.
By this time we have gotten to know each other well and will decide whether to implement the plan.
At each step of the process, you decide if you wish to continue. You will learn many of the attributes that make our approach as independent financial advisors unique, and how we can impact you desired financial future.
We don’t try to be all things to all people. We keep the number of clients that we have small enough to provide excellent service. Many of our client relationships go back 20 years. The question is, will you be one of our clients in the next 20?
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Making the most of surprises is a great reason to work with us.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Probate can be a completely public process, or it can be managed to include as little information as possible.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Retirees traveling abroad need to know that their health insurance travels with them.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Learn about what risk tolerance really means in this helpful and insightful video.
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.
Have you found yourself suddenly single? Here are 3 steps to take right now.
What are your options for investing in emerging markets?
All about how missing the best market days (or the worst!) might affect your portfolio.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.