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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You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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HOT TOPIC: Soft Landing or Delayed Recession?
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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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.