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.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The Fed and How It Got That Way
A quick history of the Federal Reserve and overview of what it does.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
However exciting retiring abroad may sound, it deserves considerable planning.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Earnings season can move markets. What is it and why is it important?
Good employee health can be great for the company’s bottom line.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Are you ready for retirement? Here are five words you should consider.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Do you have causes that you want to support with donations? Here are three tips.
A bucket plan can help you be better prepared for a comfortable retirement.