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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Managing Medicare Out-of-Pocket Costs
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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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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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.