Our Mission Statement

Our focus is on relationships and obtaining an understanding of each client’s personal vision. Our commitment is to help develop, alongside our clients, detailed financial strategies, taking into account their needs and objectives, willingness to assume risk, current and future income needs, and potential tax liabilities. We believe relationships are based on trust and intend to earn that trust through hard work, honesty, service, and a fair cost.

 

*2019 Forbes Best-in-State Wealth Advisors - Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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Calculating Key Financial Ratios

The financial ratios that help measure an organization’s performance may also be used by potential lenders and investors. Learn more.

IPOs: Consider the Risks Behind the Hype

Discover why it might be worth waiting for a record of financial results before investing in an initial public offering.

Consider REITs for Income and Diversification

Explore the basics of equity real estate investment trusts (REITs) including their potential benefits and risks.

Medicare Open Enrollment

This article explains the changes that Medicare beneficiaries can make during the annual open enrollment period from October 15 to December 7.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck