Wealth Management
A Integrated team of experienced, credentialed, CPAS and Attorneys-, All working together for your overall life plan.
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No speculation or guessing. Decisions are made on extensive research and analysis for college, retirement, estate, Social Security, asset allocation and insurance needs analysis.
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We offer access to broad non-proprietary investment platforms, providing choice and objectivity in addressing the simplest to the most complex investment needs.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.