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
-
What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
-
How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
-
The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
Calculators
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Lease Payment
How much would your monthly lease payment be?