Advisory Services for Businesses and Professionals

    Welcome to our site!  We are the first stop in putting a financial house in order, offering various services which determine and address the important issues facing a business or individual.  Our analytical processes build pictures of our clients' lives and determine where they are headed.  We discover which trapdoors they need to avoid, and work to provide custom solutions to help them meet their objectives.

    In addition to information about the services we offer, you will find our company history and learn about our experienced professionals.  Located around the perimeter of the homepage, we have provided for you valuable financial tools and research materials.  If you have questions or would like to know more about our firm, please contact us and we would be happy to help.
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

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