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.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
For some, the social impact of investing is just as important as the return, perhaps more important.
Good employee health can be great for the company’s bottom line.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
A quick look at how federal income taxes work.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investors seeking world investments can choose between global and international funds. What's the difference?
What if instead of buying that home, you invested that money?
Pundits say a lot of things about the markets. Let's see if you can keep up.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Are you ready for retirement? Here are five words you should consider.