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

Cost of Retirement

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

Tax-Deferred Savings

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

College Funding

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

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Newsletters

How Health-Care Expenses Could Affect Your Retirement Lifestyle

Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

More Newsletters →