Your Financial Future
You might have an attorney, an accountant, a stockbroker and an insurance agent; but who is coordinating all of your financial affairs? Who works with you to help ensure that decisions made are aligned with your financial goals? In these volatile times, financial planning is no longer a do-it-yourself project. There has never been a time when there was a greater need for competent advice and compassionate planning services.
We are a fee-based financial services firm dedicated to providing hands-on advice, service, and support. Our Financial Second Opinion™ program is a comprehensive investment analysis tool that can help you work towards reaching your goals.
We want our clients to be as informed as possible, so our site is filled with educational videos, articles, presentations, and calculators. Please feel most welcome to send me a note regarding any questions you may have about your situation or any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Is your estate in order? This short quiz may help you assess your overall strategy.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
It's important to understand the pros and cons when considering a prepaid debit card.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
What kind of auto insurance should you have? Do you know?
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
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.
Principles that can help create a portfolio designed to pursue investment goals.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Have you explored all your options when it comes to managing your taxable income?
Making the most of surprises is a great reason to work with us.
Check out this video to begin separating fact from fiction.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.