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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
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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
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Who We Serve

  • Those who have work hard and are ready to enjoy their savings
  • Educators
  • Tech industry employees
  • Aerospace industry personnel
  • Parents and grandparents
  • Those transitioning from work to retirement
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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.

To book a Free, No Obligation Consultation with one of our Financial Advisors please select an option below!

Meet Our Team

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!

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Helpful Content

Bi-Weekly Payments

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

What Is My Current Net Worth?

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

 

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Rightsizing for Retirement

What does your home really cost?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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