Broker Check

How We Work

WE ARE INDEPENDENT

WE ARE INDEPENDENT

We have no home office or parent company influencing our advice. We work primarily as fiduciaries providing guidance to you and your family.

WE ARE FIDUCIARIES

WE ARE FIDUCIARIES

We are legally bound to put your interest first, disclose any conflicts of interest, and are personally liable if we give you bad advice.

CFP<sup>&#174;</sup> PROFESSIONAL

CFP® PROFESSIONAL

Only 14% of licensed Financial Professionals in the US are CERTIFIED FINANCIAL PLANNER™ Professionals.*

Financial Planning Sample Case Studies

NEARING RETIREMENT

NEARING RETIREMENT

Make the remaining working years count

Marc is in the last ten years of his career and approaching retirement. Learn how he improved the financial value of his remaining working years to help ensure a fun-filled and financially secure retirement.

Marc's Strategy
RETIRED

RETIRED

Optimized for greater financial confidence 

Dan and Linda retired three years ago. They believe they have sufficient retirement assets but are surprised to find how much they pay in federal income taxes in retirement. They want to optimize their plan for withdrawing from retirement accounts, reduce income taxes, and preserve investment assets for themselves and, ultimately, their children.

Dan and Linda's Strategy
MANAGE INHERITANCE

MANAGE INHERITANCE

Maximize quality of life in light of additional resources

Jacqueline inherited a portfolio, retirement accounts, and real estate from her mother who recently passed away. Jacqueline feels she and her husband, Mike, now have the extra financial resources to travel, do a bit more for their kids and grandkids, and make the most of life. See her strategy for using the inherited resources to prudently accomplish her goals.

Jacqueline's Strategy

These examples are hypothetical and for illustrative purposes only. The rates of return do not represent any actual investment and cannot be guaranteed. Any investment involves potential loss of principal.

Resources 

Helping you have a successful financial future

ARTICLES

A collection of handpicked articles.

CALCULATORS

Calculate elaborate financial decisions with total calculation.

VIDEOS

Even more videos to enjoy.

PRESENTATIONS

Managing your money involves more than simply making and following a budget.

Contact Us
Our goal is your success

Thank you!
Oops!