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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Looking Back, Looking Ahead
See the indicators economists rely on to understand the past, present, and potential future direction of the economy.
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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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What’s the Real Return on Your Investments?
Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.
Calculators
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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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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.