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
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
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 More
Elite 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 UsVickie in the Press
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It's important to make sure your retirement strategy anticipates health-care expenses.
What Our Kids Can Teach us About Saving Money
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The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Understanding the cycle of investing may help you avoid easy pitfalls.
What if instead of buying that vacation home, you invested the money?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The decision whether to buy or rent a home may have long-term implications.