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
We offer a complimentary meeting to give you financial guidance and to see if our services are right for you.Learn More
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
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
The market is as unpredictable as the weather. We’d love to help you prepare.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Even if you’re young and single, you should still consider protecting yourself.
There’s a link between debt and stress.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess how many days you'll work to pay your federal tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Making the most of surprises is a great reason to work with us.
When should you take your Social Security benefit?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are a few things to consider when buying or leasing your next vehicle.
Learn how to harness the power of compound interest for your investments.