Our mission is to help you navigate a secure future. We offer a personalized service for a select number of successful individuals, families, and fiduciaries. Your needs are not generic so your adviser’s capabilities should not be either. Our service combines planning and investment skills with experience and perspective to help you get and stay on track toward achieving your financial goals in a changing world. A relationship starts by getting to know each other and assessing what is truly important. It leads to a plan unique to you that sets objectives, evaluates alternatives, and formulates strategies. We then design and manage your portfolio to address your life's needs and transitions. Ongoing communication is important. We support you with a highly qualified service team that cares, has time for you, and respects your privacy. We welcome the opportunity to find out how we can be a value to you. |
Newsletters
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Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
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HOT TOPIC: Rescuing America’s Safety Net
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
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New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Car Affordability
How much can you afford to pay for a car?
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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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Lease Payment
How much would your monthly lease payment be?