Using our knowledge, skills, and resources to help you increase your capacity to live and to 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
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
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.
Probate can be a completely public process, or it can be managed to include as little information as possible.
For homeowners who think their property taxes are too high, there are ways to appeal.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Gaining a better understanding of municipal bonds makes more sense than ever.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
This calculator demonstrates the power of compound interest.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
If you died, what would happen to your email archives, social profiles and online accounts?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Peer-to-peer payment apps are one of the newest ways to send money.
You’ve made investments your whole life. Work with us to help make the most of them.
There are a few things to consider when buying or leasing your next vehicle.
With alternative investments, it’s critical to sort through the complexity.