Retirement Planning | Investments & Insurance
Wealth Management | Tax Preparation | Estate Planning
SERVING, NOT SELLING
Since 1983, our priority has been helping families and business owners achieve a worry-free lifestyle. We get to know our clients and identify their needs first and then pursue a tailor-made solution. As an independent firm, no parent company dictates what products we carry, and we have no arbitrary sales quotas. Our only obligation is to our clients.
A WEALTH OF EXPERIENCE
Whether you’re transitioning to retirement, setting up a college savings plan or developing an exit strategy for your business, our team brings broad expertise to the table when we meet with clients. We’ve spent three decades earning their trust, and we’d like a chance to earn yours.
Learn about our range of services and get the latest financial insights from Doug.
E-Mail or Call Us Today to take your next step toward complete financial planning.
Newsletters
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Debit or Credit? Pick a Card
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
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Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
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Return of Premium Life Insurance: Protection and Cash Back
This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.
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What Is Cyber Insurance, and Do You Need It?
Cyber attacks and loss of data can be devastating, so businesses should be proactive about addressing this risk.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.