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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Why the EPA is Focusing on “Forever” Chemicals
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
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HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.