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 More
Helpful Content
Money Draining Food Myths
These food myths will really put a drain on your wallet.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
View all articles 
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Doubling Your Money
This calculator demonstrates the power of compound interest.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
View all calculators
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
View all presentations
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The New Wild West: Bitcoin
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.
An Arm and a Leg
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.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.