Working with an independent advisor ensures that your advisor will choose solutions that are suited to your unique needs and will never be obligated to sell proprietary products.
Our practice was built and designed to serve others. We advocate for our clients and promise to serve everyone with the same passion and energy with which we serve our country and community.
Independent doesn’t mean alone. Our practice is supported by over 20 seasoned professionals that stand ready to tackle any financial planning questions.
Our focus is on your [future].
We are a client-focused, principles-driven, advice and asset management company.
Our mission is to have meaningful relationships doing meaningful work with individuals, families, and business that share our principles.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The federal government requires deceased individuals to file a final income tax return.
It sounds simple, but paying yourself first can really pay off.
There are four very good reasons to start investing. Do you know what they are?
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What does your home really cost?
When should you take your Social Security benefit?
A special needs trust helps care for a special needs child when you’re gone.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.