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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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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HOT TOPIC: Tax Season News and Survival Tips
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
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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.
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Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.