Mission Statement

Our mission is to bring financial order into the lives of our clients. Beginning with strategic methods of planning, we integrate them with creative ideas formulated in over 25 years of practice management.

We understand that everyone's ultimate goal is to provide for a financially smooth ride through life finishing with a long carefree retirement. The path to retirement requires only three elements; Patience, Perseverance and a Financial Consultant who understands and relates to a client. Only when this accord is reached, we believe, will the journey become pleasant and fulfilling.

Once retirement presents itself, the real work begins. The new major goal is to ensure that clients will not out live their assets. By achieving this, it sets the stage for an inheritance to family and if appropriate, charitable benevolence.

Our goal is not just to build the premier financial consulting group in our eyes but more importantly, to become the premier firm in our client's eyes. Our success comes from client perception of how well we treat them and how close we come in helping them reach their objectives. We are passionate in this endeavor.


 

 
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cost of Retirement

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

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Newsletters

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

HOT TOPIC: Debating the Debt Ceiling

There has been substantial debate in Congress over raising the ceiling on the national debt. Although many Americans could be adversely affected if Congress decided not to increase the debt ceiling, this is unlikely to happen.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

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