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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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
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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.
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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.
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.