What We Do Together
Financial planning is at the core of everything we do with you including:
- Retirement planning
- Education funding
- Life transitions
- Leaving a legacy
How We Work Together
- Imagine and work toward your goals and dreams
- Develop your customized strategy
- Meet regularly to monitor your progress and adjust as needed
- Celebrate each milestone along the journey
Who We Serve
- Those who have work hard and are ready to enjoy their savings
- Tech industry employees
- Aerospace industry personnel
- Parents and grandparents
- Those transitioning from work to retirement
Personal Risk Tolerance - What is Your Comfort Level?
Understanding your comfort level with ups and downs in the market is vital to helping you meet your goals and dreams. We want you to feel comfortable knowing we are here when things get rocky as well as when the markets are sailing along. Let’s talk about your resilience for staying invested as well as your overall risk tolerance.
Meet Our Team
We are advisors who are with you through every aspect of your financial life, asking those critical financial questions and celebrating with you through life’s accomplishments. We are committed to providing professional, straightforward, and personal attention to our clients' financial needs. Because history has shown that the stock markets can be volatile, we are there for you when things are calm, and especially when things get rocky.
TO OUR CLIENTS, we welcome you and thank you for your trust. We appreciate the confidence you show in us when you introduce us to friends and family. We promise to treat them with the same respect and professionalism you have found in our interactions.
IF THIS IS YOUR FIRST VISIT TO OUR WEBSITE, we hope it shows our culture. We have done our best to answer any questions you may have and to introduce you to our unique approach to planning, advice, and service. We hope to meet with you soon!
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Use this handy calendar to remember the year’s most important financial dates.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
This checklist can give you a quick snapshot of how prepared you are.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Have you explored all your options when it comes to managing your taxable income?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.