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
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The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A bucket plan can help you be better prepared for a comfortable retirement.
When markets shift, experienced investors stick to their strategy.
Make your retirement as exciting as your next vacation.
Here is a quick history of the Federal Reserve and an overview of what it does.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.