Your Partner for Life's Financial Journey
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate planning, our personalized service focuses on your needs, wants, and financial goals and objectives.Contact Us
We can help you create a financial roadmap to help guide you today, tomorrow, and into retirement.Learn More
We strive to educate our clients and help them understand investing, insurance, wealth management, and estate planning.Learn More
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Building Your Legacy
A four-step framework for building a personal legacy.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Five creative (and inexpensive) ideas for motivating your employees.
Marriage changes everything, including your insurance needs.
Technology tips to make your next trip even better.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your capital gains tax.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Savvy investors take the time to separate emotion from fact.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
It's easy to let investments accumulate like old receipts in a junk drawer.
For women, retirement strategy is a long race. It’s helpful to know the route.
If you died, what would happen to your email archives, social profiles and online accounts?