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
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
The item most homeowners forget on their home improvement project checklist is insurance.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Beware of these traps that could upend your retirement.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Understanding how a stock works is key to understanding your investments.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Around the country, attitudes about retirement are shifting.
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How do the markets usually react to elections? Was the 2016 election any different?
Here’s a quick guide to checking to see if you have unclaimed money.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”