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Compose a Future That Performs
We assist you in establishing harmony among the important facets of your family’s vision and values. Professional and objective financial advice, conducted on your terms, creates the critical connection to help you grow, preserve, protect and transfer the assets you have accumulated. That’s why we're in business. In fact, that is our business.Contact Us
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Is your estate in order? This short quiz may help you assess your overall strategy.
Understanding how capital gains are taxed may help you refine your investment strategies.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This early financial decision could prove helpful over time.
One way to find money is to examine your current spending habits and eliminate money wasters.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Principles that can help create a portfolio designed to pursue investment goals.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
A bucket plan can help you be better prepared for a comfortable retirement.
Learn about what risk tolerance really means in this helpful and insightful video.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Here is a quick history of the Federal Reserve and an overview of what it does.