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.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
It sounds simple, but paying yourself first can really pay off.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
A quick look at how federal income taxes work.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
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.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Do you have causes that you want to support with donations? Here are three tips.
There’s an alarming difference between perception and reality for current and future retirees.
Recent changes in estate tax laws could affect the strategy you have in place.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Understanding the cycle of investing may help you avoid easy pitfalls.
Have you explored all of your choices when it comes to managing your taxable income?