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
06-27-22 Relief At The Pump And For Portfolios
06-13-22 Is the 60/40 Portfolio Dead?
Click here to view archived commentaries
Helpful Content

Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.

Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Saving on Subscription Service Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
View all articles 
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Saving for College
This calculator can help you estimate how much you should be saving for college.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
View all calculators 
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations 
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Saving for College 101
Here’s a crash course on saving for college.