WHO WE ARE
We are a mirror of our clients: business owners and executives who act with honesty and integrity, and value their families and their community.
• We seek long-term relationships that extend for generations.
• We place our clients first.
• We believe we are a part of something bigger.
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Making the most of surprises is a great reason to work with us.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Calculating your potential Social Security benefit is a three-step process.
Here are five facts about Social Security that are important to keep in mind.
Read this overview to learn how financial advisors are compensated.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Here are some simple and inexpensive energy-saving tips that may help you save money.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
How do the markets usually react to elections? Was the 2016 election any different?
Here are five facts about Social Security that might surprise you.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Do you have causes that you want to support with donations? Here are three tips.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
How will you weather the ups and downs of the business cycle?