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

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Newsletters

Is It Ever OK to Make Early Withdrawals?

There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59½.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

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