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

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.

Net Worth

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

Financial IQ Test

Take this quick quiz to find out your Financial IQ

More Calculators →

Newsletters

Good Time to Keep Going

Inflation is rising. Home prices are falling. Oil and stock prices are volatile. Could this be a good time to ramp up your retirement savings? You might be surprised at the answer.

Surviving the Estate Tax with Survivorship Life

People who never imagined they would have enough assets to trigger estate taxes could be in for a surprise. One way to help plan for this possibility is by purchasing a survivorship life insurance policy.

It’s Your Home, Not Your Retirement

Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

Mutual Fund Mastery

Test how much you know about one of the most popular investment vehicles.

More Newsletters →