Take Back Control of Your Financial Future
Today’s economic environment presents many challenges. However, along with these challenges comes opportunities and potential rewards.
Whether you’re facing retirement — looking for more effective ways to save for retirement — or want to better understand certain investment ideas—we can help you address your most pressing money questions.
Our mission is simple: We help people take back control of their financial future.
It's all to common to feel confused and overwhelmed... maybe even a little scared of financial decisions that effect retirement. It's natural. As such, many lose sleep over past decisions, feel helpless, or ignore the problem all together.
We are here to help you take back control!
Long-term relationships that encourage open and honest communication have been the cornerstone of our success. Our first priority is to YOUR overall financial and non-financial well being. We want to learn more about YOUR personal situation, identify YOUR dreams and goals, and understand YOUR tolerance for risk. Only through this understanding can we properly craft an appropriate financial strategy.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note with any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Then, when you are read, schedule an appointment for a FREE initial consultation.
We look forward to hearing from you.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The true cost of raising a child may be far more than you expect.
What can be learned from the savings rate?
Six overlooked tax deductions to help manage your tax bill.
An increasing number have been developed to help individuals with their personal finances.
There are ways to improve your physical fitness without denting your fiscal fitness.
The item most homeowners forget on their home improvement project checklist is insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
If you died, what would happen to your email archives, social profiles and online accounts?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
It’s never a bad time to speak with your financial advisor about changes in your situation.
When do you need a will? The answer is easy: Right Now.
In the world of finance, the effects of the "confidence gap" can be especially apparent.