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No One Strategy Fits Everyone ARE YOU PREPARED FOR YOUR TAX APPOINTMENT? NEW & IMPROVED SECUREDRAWER™ IT’S TAX TIME AGAIN

Business Planning

Strategies designed for everyone from the employer, to the self-employed individual, to the corporation.

Access my SecureDrawer

Your personal file sharing system allows you to access your tax returns, organizers, & source documents as well as upload and deliver documents to us securely and efficiently.

Investment Strategies*

Whatever your objectives, we can help you design an investment strategy tailored to your unique situation.

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Planning & Advisory Services

Create a lasting legacy. It is important to coordinate all aspects of your finances to help accomplish your highest purpose.

Investments*

Invest in what matters. We believe there is wisdom in systematically saving over a period of time using a principled investment strategy.

Insurance

Protect what’s important. We believe that purchasing appropriate insurance doesn’t demonstrate a lack of faith but rather prudent planning.

Helpful Content

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

 

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

My Retirement Savings

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

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Long-Term-Care Needs

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

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Other Sure Thing

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

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

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