We work through a consistent fee based financial planning process with the end goal of verifying that our clients are on track to reach their stated goals, pointing out blind spots along the way, and offering specific recommendations to help improve future outcomes and mitigate risk.
We offer specialty and applicable accreditations in the following areas:
- Comprehensive Planning for a Family - We address retirement "what ifs?", aggregate portfolio asset allocation, risk management, college funding, employee benefit maximization, and multigenerational wealth transfer. - CFP
- Business Succession Planning - We illustrate various retirement business succession plans equitably balancing active and passive family members as well as providing a non-auditable business valuation for buy-sell purposes. - CFBS
- Special Needs Planning - Structuring asset transfers to avoid jeopardizing needs based government benefits and planning for long term support of a child are key areas of concern. - ChSNC
- Institutional - Charity - 401k - Foundation asset management - We can be a resource and educate on cost and labor efficient alternatives. - MBA
Newsletters
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A Quick and Dirty Guide to Credit
Learn about four financing options that might help small businesses expand, pursue new opportunities, or cover operating expenses.
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Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.
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Rain, Sleet, Snow — and Lawsuits?
Icy winter walkways can lead to injuries and lawsuits. Find out how an umbrella policy can offer higher liability coverage.
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Municipal Bonds
Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.