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.
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Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Tips for Smarter Decisions in Turbulent Times
Take the long view - 5 tips for staying on track even during volatile times
8 Financial Lessons from the Big (and Little) Screen
Financial lessons from movies and TV.
Disability Protection for Your Employees and Your Business
Many business owners are surprised to learn that wages paid to a disabled employee, not subject to a written plan, are not tax-deductible business expenses.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Learn, Earn and Retire at Any Age
What can the rest of us learn from millennials’ desire to embrace all of life in the moment?
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.