Fiduciary Financial, Investment & Wealth Management services
Financial and Retirement Planning
Welcome, we are a team of financial professionals with families just like yours We have young children, grandchildren and college students, parents and grandparents. We understand that a financial plan should be about helping you and your family reach the family's goals, not just some number. We understand that you have goals and that finances are only part of the equation to reaching those goals. We use a Fiduciary process to help you work towards your goals.
We work with you to get you there by preparing BenchMarks to guide us over time. We are dedicated to bringing you honest answers about your situation so we can earn both your trust and your business. Our Annual planning process is designed to help you work towards your goals. Our Fiduciary process follows our AIF® designation process.
With our Accredited Investment Fiduciary® designation we have the knowledge of fiduciary responsibility and adhere to the fiduciary principles of the client's interest must come first. Our Straighforward fee schedule is focused on working with you to reach your goals.
Our Services Include:
- Fiduciary Advice and planning
- Retirement Planning
- Financial Planning
- 401k Investment Advice
- Investment Consulting
- Education Planning
We look forward to working with you through all stages of your life, please call (855) 282-2023.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
What does the Tax Reform and Jobs Act mean for you?
For some, the social impact of investing is just as important as the return, perhaps more important.
It's important to understand the pros and cons when considering a prepaid debit card.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
How long does a $20 bill last?
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are a few things to consider when buying or leasing your next vehicle.
Here are five facts about Social Security that might surprise you.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Even low inflation rates can pose a threat to investment returns.
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.