Objective Financial Guidance
We help you gain financial clarity and simplify your financial life. Whether you want to retire with the level of comfort you are accustomed to, plan for college, or make sure your money is working efficiently for you, we provide guidance to help take you where you want to be financially.
Reduce Your Retirement Stress and Increase Your Confidence
Do you have "financial stress"? A financial planner may help you increase your savings, decrease your retirement anxiety and improve your financial confidence. As your financial planner we help you gain financial clarity and prepare for the future.
We welcome the opportunity to meet with you to learn about your unique situation.
Newsletters
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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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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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HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
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SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
Calculators
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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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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?