Our Philosophy
Our firm works as a consultant for our clients. We are completely independent of all insurance and investment companies. We keep the client at the forefront of our recommendations. Depending on the circumstances, we may work pro bono, project fee, hourly or on commission.
Our goal is to be the client's partner for all their employee and executive benefits. We work as a team, directing the specialist to assist where needed.
All of our professionals are dedicated to educating our clients by giving them the knowledge and the understanding to make an informed and reasonable decision.
Newsletters
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Trusts Offer More Than Estate Tax Protection
Find out whether a testamentary trust, living trust, or special-purpose trust can benefit your family.
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New Study Finds Widespread Job Loss After 50
A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.
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Risk Tolerance: Stress-Test Your Portfolio…and Yourself
Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.
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Bonds Can Offer Stability Even with Rising Rates
Explore three major categories of bonds, plus ideas for navigating the bond market amid climbing interest rates.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.