Financial Planning
Our comprehensive Financial Planning process provides solutions to the key issues successful individuals and families are likely to encounter while pursuing their unique financial goals.
Learn More
Wealth Management
Our disciplined approach to portfolio management focuses on short-term and milestone goals, personal risk tolerance as well as your lifestyle preferences. Active monitoring aims for wealth preservation and growth through ever changing market conditions.
Learn More
Divorce
Expertise and analysis to guide you through complex and unfamiliar territory. We help you understand the financial implications of divorce, make smart divorce settlement decisions, and develop workable financial scenarios for life after divorce.
Learn MoreElite Financial Guidance For Your Unique Life
We are a boutique wealth management and financial services firm dedicated to helping successful individuals and families secure the financial future of their dreams.
Your vision for your unique life, combined with a disciplined approach to wealth management, is the guiding force behind each wealth management engagement. We take the time to learn your concerns, your preferences and milestone goals. Since no two clients’ circumstances and dreams are the same, each relationship benefits from strategic design based on your unique criteria.
We act as your personal financial concierge and will strive to make you feel as though you are our only client. Your peace of mind is important to us.
For over 25 years we have helped hundreds of families plan their financial futures, gained recognition as a key influencer in the area of divorce financial planning, written extensively on diverse financial topics, and been quoted by publications such as CBS & USA Today.
We hope you will benefit from the resources on our site. Contact us today with questions or to set up an initial consultation.
Contact Us
Vickie in the PressHelpful Content
Let's Chat
It’s never a bad time to speak with your financial advisor about changes in your situation.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
View all articles
Doubling Your Money
This calculator demonstrates the power of compound interest.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
View all presentations
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.