START PLANNING FOR YOUR FINANCIAL FUTURE NOW!
- Do you need a financial health checkup?
- Confused about college savings plans (529 plans)?
- Need assistance with retirement planning?
- Need direction for LTC and Life Insurance?
- Have questions about taxable events?
Call for a complimentary comprehensive financial consultation.
Consultation by appointment only.
Email cannot be used to enter trades.
“Plan Your Future…Enrich Your Life”
CFP®, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements.
Newsletters
-
Financial Safety Nets: Exploring Available Sources of Emergency Funds
Nearly 60% of U.S. adults are uncomfortable with their level of emergency savings. Here are some potential ways to access funds.
-
Look Out for Observation Care
The use of observation care, during which a patient may be in a hospital room with hospital services but is not officially admitted, has raised concerns for both patients and providers.
-
Cancer Happens: Insurance Can Help Fortify Your Finances
Although it is scary to consider the possibility of a cancer diagnosis, it might be helpful to prepare for the financial implications.
-
Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?
In 2023, large bank failures brought renewed attention to the risks banks take to earn money, the role of the FDIC, and the insurance that covers customer deposits.
Calculators
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
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.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.