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.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
An increasing number have been developed to help individuals with their personal finances.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
It's important to understand how inflation is reported and how it can affect investments.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
There’s an alarming difference between perception and reality for current and future retirees.
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.