Broker Check
Brexit Strategy Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust

Why we do it? Other financial advisors might consider us backwards. We view our service in a different way. Most firms will tell you what they do, how they do it, and then leave it to you to figure out why they do it, but you never really get a sense of why. We start with the why. Why we do this is simple:

  • We grew up with families and friends who are not wealthy. They did not have access to inside information or inheritances so they had to work.
  • Most have worked long hours and days to provide for their families because they realized what was important. It was not the accumulation of money for its own sake, but to protect their family's future and to enjoy the time together.
  • Some are veterans who have served this country for many years with the understanding they would not be rich with money but rich with the knowledge that they should be secure in their financial futures, just as they had helped to secure this country's future.
  • Or they worked for institutions that promised to provide pensions and health care for life so they could enjoy the later years, not worrying about chasing paychecks, but chasing grandchildren.

Most media outlets and institutions would have you believe it is more than that, but really it is simple. We understand that there are two assets that are more important than money, and that is family and time. We understand that so we treat them both as you would, because that is what we believe.

How? How we do this is by providing the highest quality advice, information, services and products available. We can do this because we are independent and not restricted by mandates and quotas that the average person, who is not in our business, does not see.

What? What we are happens to be independent financial advisors.

Helpful Content

Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

Understanding Homeowner’s Insurance

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

 

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

View all articles arrow

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.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

View all calculators arrow

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.

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.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

View all videos arrow