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

Building a Business Versus Building Wealth

The market for small businesses has been less than ideal over the past few years. Thus a business owner's efforts to build a successful business may not always translate to an increase in personal wealth. One way to insulate a business owner's personal financial situation from the fluctuating small-business market is by investing outside the company.

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

How Interest Rates Can Influence Financial Decisions

The Federal Reserve has relied on its control of short-term interest rates to influence economic activity. Adjusting interest rates might seem to be an overly simple solution for steering the world's most powerful economy, but few mechanisms can influence behavior more effectively than interest rates.

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