Live A Great Life For The Rest Of Your Life
After years of working with our clients, we have found two constants:
1) They want to live a great life today and for the rest of their lives
2) They want to remove the worry and stress from their personal finances.
People have a tendency to make decisions one at a time as various situations present themselves. Over the years they compile multiple financial products, advisors, and institutions that make up their financial landscape. At some point they realize they have all this financial “stuff” but do not know how to put it all together to get them where they want to go.
Utilizing a holistic approach, we teach our clients how their various financial decisions are related and how to best coordinate them to reduce risk and increase the efficiency of their money. The result is they have a better lifestyle and worry less about their money.
Contact Us
Protecting Your Future Income with “Own-Occupation Specialty Specific” Disability Insurance.
Learn More
Understanding the various strategies for Student Loan repayment is critical to your overall financial picture.
Learn More
Helpful Content
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
The Twelve Steps to Living Confidently: Goals
A step-by-step plan to become more financially and emotionally confident can make this year awesome.
View all articles 
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
View all calculators
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
View all presentations
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.