We're here for you - In the interest of the health and well being of the community we serve during the COVID-19 crisis, our offices will close effective 3-19. However we will be continuing to serve you virtually. Click here to read the full story.
02We're here for you - In the interest of the health and well being of the community we serve during the COVID-19 crisis, our offices will close effective 3-19. However we will be continuing to serve you virtually. Click here to read the full story.
Many of my clients ask how they benefit from taking action and initiating a Financial Plan for themselves. The client will receive a detailed analysis of what it will take to reach their financial goals. They will then receive a specific action plan that will help them facilitate their financial journey.
The path of a company should be dictated by the voices of the people it serves …
- Setting a Higher Standard
- Pursuing Financial Independence
- Personalized Wealth Management Strategy
- Knowledge, Experience and Integrity Working For You
- Comprehensive Investment Management
We're searching for a seasoned financial advisor looking for a fresh start where you can enjoy superior back office support and the freedom to offer your clients the products and services most suitable to them, we may be the team you are looking for. This person would not be replacing Don, but adding to our team as we continue to grow and serve our clients. Click Join Our Team for more information.
Sign up to receive weekly market updates from markets here in the U.S. and around the world. Along with these updates, you will see fun facts, general industry news, and helpful tips
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Building wealth requires protection from the forces of wealth destruction.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Don’t overlook the need for renter’s insurance if you rent your home.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
There are some smart strategies that may help you pursue your investment objectives
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What are your options for investing in emerging markets?
Even low inflation rates can pose a threat to investment returns.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.