Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges come opportunities and potential rewards for those who invest the time and thought into planning for the future. It can seem like a daunting task when you are tackling the process, especially when so many factors are constantly changing. You do not need to tackle it alone.
We are here to work with you to make sure all the pieces of your financial life work together like a well-oiled machine, guiding you to get from where you are now to where you want to be.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. We hope they are helpful. However, they are only tools. Ultimately, they can never replace the type of financial planning that we practice--planning personalized for you by people who take the time to learn about your personal situation, including your dreams and goals, fears and apprehensions.
We know you are more than inputs plugged into a computer algorithm. You are a unique individual. Your specific situation requires solutions tailored for you.
We chose to become financial planners because we enjoy helping people. Let us know if we can help you.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Five phases to changing unhealthy behaviors.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Principles that can help create a portfolio designed to pursue investment goals.
What is your plan for health care during retirement?
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
When you retire, how will you treat your next chapter?
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Learn about the importance of having an estate strategy in this helpful and informative video.
The market is as unpredictable as the weather. We’d love to help you prepare.