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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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.