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Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation.
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We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
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We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.
Learn MoreTAXES, FINANCIAL PLANNING AND ACCOUNTING SERVICES
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We are fortunate to be able to work with individuals and small business owners on their tax, financial planning and accounting needs. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
This type of relationship frequently develops when we work with you on your taxes, or if you own your own business, when we help you with your accounting needs. We would be happy to meet with you to discuss your needs in these areas as well. Please note that the initial consultation is complimentary!
We’re here to help educate you about the basic concepts of taxes, financial management, and accounting services, to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Helpful Content
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
View all articles 
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
View all calculators
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Saving for College 101
Here’s a crash course on saving for college.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Surprises
Making the most of surprises is a great reason to work with us.
The Business Cycle
How will you weather the ups and downs of the business cycle?