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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
A collection of tips from professional travelers.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Do your insurance needs stay the same when the nest empties?
Building wealth requires protection from the forces of wealth destruction.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Around the country, attitudes about retirement are shifting.
There are hundreds of ETFs available. Should you invest in them?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.