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Learn how we can work with you to build a solid foundation for your retirement.
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We can help you build your legacies through creative financial strategies in financial planning and investing.
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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.
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Helpful Content
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.