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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
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Five creative (and inexpensive) ideas for motivating your employees.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to better see the potential impact of compound interest on an asset.
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 importance of life insurance, how it works, and how much coverage you need.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
That big list of dreams and goals isn't the only way to look at your bucket list.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How do the markets usually react to elections? Was the 2016 election any different?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?