Our Philosophy
Our firm works as a consultant for our clients. We are completely independent of all insurance and investment companies. We keep the client at the forefront of our recommendations. Depending on the circumstances, we may work pro bono, project fee, hourly or on commission.
Our goal is to be the client's partner for all their employee and executive benefits. We work as a team, directing the specialist to assist where needed.
All of our professionals are dedicated to educating our clients by giving them the knowledge and the understanding to make an informed and reasonable decision.
Newsletters
-
SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
-
Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
-
Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
-
Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Calculators
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?