Building a Connection
Our financial picture is evidence of the life we choose to lead. The people we cherish, the places we explore and the objects we treasure are etched in the folds of our wallets. Our wealth is a meaningful force in the landscape of our lives. Our spending patterns become the powerful lens through which we examine our philosophies, our values, and our dreams.
We understand that your life is not simply an equation, but a careful patchwork of experiences. We know that analyzing your financial needs is about more than numbers. We see the unmatched value of genuine relationships. For us, it’s instinctual and there are no shortcuts. It is built over time with trust, sensitivity and reverence for the things and people you value most. It is the deep work of building a connection with our clients based on an authentic understanding of who they are and the legacy they want to leave.
Helpful Content
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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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?”
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.