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We can help you build your legacies through creative financial strategies in financial planning and investing. Learn More
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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
How We Work
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.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Calculating your potential Social Security benefit is a three-step process.
Four vacation destinations you might never have thought of.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here are five facts about Social Security that might surprise you.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
What is your plan for health care during retirement?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.