Our firm, founded in 2004, is built on the strong desire to provide a high level of thinking and planning for successful individuals who envision a bigger and better future for themselves and the important people in their lives. Our advisors combine over 125 years of experience to provide you with the education and insight needed to make sound financial decisions for yourself and your loved ones.
While our consultants have broad access to investments, research and financial products through their affiliation with LPL Financial, we are not employees of a large corporation. Rather, we work for and are paid by you and are able to consider your situation in an unbiased manner.
As our firm name implies, we serve as an Executive coach and advisor working for you.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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.
One way to find money is to examine your current spending habits and eliminate money wasters.
Calculating your potential Social Security benefit is a three-step process.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Is your estate in order? This short quiz may help you assess your overall strategy.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Here are five facts about Social Security that might surprise you.
Have you explored all of your choices when it comes to managing your taxable income?
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Agent Jane Bond is on the case, covering how bond laddering works.