Navigating a VSIP
Learn how we can work with you to build a solid foundation for your retirement.
We provide up-to-date, easy to understand insights on what’s happening in the economy and the markets.Learn More
We can help you build your legacies through creative financial strategies in financial planning and investing.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
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Purchasing homeowners insurance is critical for protecting your home.
There’s a link between debt and stress.
Your credit score may influence how much you pay for auto and home insurance.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Around the country, attitudes about retirement are shifting.
You’ve made investments your whole life. Work with us to help make the most of them.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Are you ready for retirement? Here are five words you should consider.
How do the markets usually react to elections? Was the 2016 election any different?
There are three things to consider before dipping into retirement savings to pay for college.