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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
The Fed and How It Got That Way
A quick history of the Federal Reserve and overview of what it does.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Calculating your potential Social Security benefit is a three-step process.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
There are things about Social Security that might surprise you.
Being healthy not only makes you feel good, it may also help you financially.
Try these activities to keep your brain sharp.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
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.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Here are five facts about Social Security that might surprise you.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Smart investors take the time to separate emotion from fact.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
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.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.