Broker Check
FINANCES ARE LIKE A PUZZLE BRIDGING GAPS ACTION REQUIRES COURAGE WHAT LIES AHEAD FOR YOU?
Download Our Free App

Download
Our Free App

We can help take some of the mystery out of preparing for your financial future.
iPhone...  Android...

Business
Transition

Creative strategies to structure the exit from your business and fit into your personal financial plan.
Read More...

Individuals
in Transition

Workable options to enjoy life today, protect your family, and take charge of your financial future.
Read More...

Products & Services

Financial Planning Services

Create a lasting legacy. It is important to coordinate all aspects of your finances to help accomplish your highest purpose.

Investments

Invest in what matters. We believe there is wisdom in systematically saving over a period of time using a principled investment strategy.

Insurance

Protect what’s important. We believe that purchasing appropriate insurance doesn’t demonstrate a lack of faith but rather prudent planning.

Helpful Content

5 Things That Seasoned Travelers Are Doing (That You're Not)

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

The Most Overlooked Item of Any Home Improvement

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

 

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

View all articles arrow

Doubling Your Money

This calculator demonstrates the power of compound interest.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

View all videos arrow