For Business Owners
Learn what your business is worth in order to grow your bottom line.
Up-to-date, easy to understand insights on what’s happening in the economy and the markets.Learn More
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Using our knowledge, skills, and resources to help you increase your capacity to live and give.
We are partners with our clients, working together to create enduring relationships based on positive change and empowerment to build legacies through creative financial strategies. Our clients include university professors, business executives, and private individuals.
- To be the premier resource of financial information and advice for our clients
- To be innovators in financial planning strategies
- To provide an encouraging atmosphere for our advisors and staff to thrive
- To inspire philanthropy
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
It's important to understand how inflation is reported and how it can affect investments.
Healthy habits are one of the greatest gifts to give your child.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are a number of ways to withdraw money from a qualified retirement plan.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Learn how to harness the power of compound interest for your investments.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
It’s never a bad time to speak with your financial advisor about changes in your situation.