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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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
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All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Calculators
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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?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.