"Financial Security & Peace of Mind - One Client at a Time"

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports, along with information on our firm and our commitment to our clients.
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.
We’re here to help educate you about the basic concepts of financial management; 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.
Newsletters
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What a Relief! Congress Acts Against Surprise Medical Bills
Have you heard of the No Surprises Act? Taking effect in 2022, it helps protect consumers from large, unexpected medical bills. Learn more.
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Preparing for Libor to Leave the Building
The London Interbank Offered Rate influences borrowing costs worldwide. Discover why the financial industry wants a more reliable benchmark.
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Charitable Giving Can Be a Family Affair
Discover four ways to incorporate charitable giving into an overall financial plan that fulfills a family’s wish to “give back.”
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NFTs and Blockchain: What You Should Know About the Digital Collectibles Craze
A nonfungible token is a unique digital asset authenticated by blockchain. This article discusses its potential and potentially high risks.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?