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!
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When to Self-Insure
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.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
My Retirement Savings
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.
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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.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.