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.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
An inside look at how marginal income tax brackets work.
How long does a $20 bill last?
However exciting retiring abroad may sound, it deserves considerable planning.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Gaining a better understanding of municipal bonds makes more sense than ever.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This questionnaire will help determine your tolerance for investment risk.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Do you have causes that you want to support with donations? Here are three tips.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Why are 401(k) plans, annuities, and IRAs so popular?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.