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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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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ISM Indexes Watch for Trouble on Both Sides of the Economy
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
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Don’t Forget About Credit When Planning for Retirement
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
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How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
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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Lease Payment
How much would your monthly lease payment be?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Car Affordability
How much can you afford to pay for a car?