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
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
For homeowners who think their property taxes are too high, there are ways to appeal.
Try these activities to keep your brain sharp.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
There’s a link between debt and stress.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are a number of ways to withdraw money from a qualified retirement plan.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Have you found yourself suddenly single? Here are 3 steps to take right now.
When do you need a will? The answer is easy: Right Now.
Estate conservation is too important to put off. Do you have a smart exit strategy?
You’ve made investments your whole life. Work with us to help make the most of them.
Pundits say a lot of things about the markets. Let's see if you can keep up.