UNDERSTANDING TODAY'S FINANCIAL ENVIRONMENT
Thank you for visiting our website! The primary purpose of this site is to enhance the awareness of our firm’s capability in addressing the wealth management, retirement and financial planning needs of individuals and families and the investment management needs of institutions and charitable organizations. We are independent and powered by one of the nation’s largest Broker Dealers—LPL Financial*. This arrangement allows us to truly tailor strategies specifically designed to meet the unique needs of our clients; not the investment firm.
*As reported by Financial Planning magazine, June 1996-2015, based on total revenue.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The uncertainties we face in retirement can erode our sense of confidence.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess how many days you'll work to pay your federal tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Women must be ready to spend, on average, more years in retirement than men.
Here is a quick history of the Federal Reserve and an overview of what it does.
Even low inflation rates can pose a threat to investment returns.