We help our clients move towards clarity and confidence in their financial future.
We use a comprehensive process based on your needs and goals to craft a custom financial plan to meet your objectives.
We are a team of professional fiduciaries whose main objective is serving you and your legacy.
A Compass Towards Your Financial Future
We are a firm of professionals who truly care about your family, finances, and your long-term prosperity. We stand with our clients to aid them in reaching their personal, professional, familial, and financial goals.
Our clients often come to us as they are preparing for or going through a transition. These situations can include retirement, changing jobs, preparing for a new opportunity, or laying the groundwork of imparting some financial security onto their descendants. We listen, plan for, and educate our clients; with the singular purpose of guiding them towards achieving their financial goals.Contact Us
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Understanding the types of extended care services—and what those services could cost—may be critical.
When to start? Should I continue to work? How can I maximize my benefit?
Do your insurance needs stay the same when the nest empties?
The federal government requires deceased individuals to file a final income tax return.
An overview of some fundamental steps when a loved one passes.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
You’ve made investments your whole life. Work with us to help make the most of them.
For women, retirement strategy is a long race. It’s helpful to know the route.
When markets shift, experienced investors stick to their strategy.
$1 million in a diversified portfolio could help finance part of your retirement.
Around the country, attitudes about retirement are shifting.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?