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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Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
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HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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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.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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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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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.