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.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Being healthy not only makes you feel good, it may also help you financially.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Try these activities to keep your brain sharp.
Knowing your options when a CD matures can help you make a sound investment decision.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Learn how to harness the power of compound interest for your investments.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Have you explored all of your choices when it comes to managing your taxable income?
Making the most of surprises is a great reason to work with us.