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.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
A few strategies that may help you prepare for the cost of higher education.
For some, the social impact of investing is just as important as the return, perhaps more important.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
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 few things to consider when buying or leasing your next vehicle.
A bucket plan can help you be better prepared for a comfortable retirement.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The decision whether to buy or rent a home may have long-term implications.
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?