Meet our team of professionals whose goal is to help you discover your purpose, protect what's important, invest in what matters and create a legacy that lasts.
We are passionate about helping business owners and professionals, their employees, retirees and families by inspiring them to establish and reach their lifetime goals.
We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office.
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Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Four vacation destinations you might never have thought of.
Important items to consider when purchasing condo insurance.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
How do the markets usually react to elections? Was the 2016 election any different?
The decision whether to buy or rent a home may have long-term implications.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
$1 million in a diversified portfolio could help finance part of your retirement.
Even low inflation rates can pose a threat to investment returns.