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

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

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