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 30 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

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

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