Financial Wisdom – From Education to Action
Discover how our comprehensive educational approach provides you with the knowledge and confidence to turn your financial goals into tangible strategies for a secure future.
We are a registered investment advisor (RIA) offering investment management and basic financial planning services. Our approach begins with establishing a solid financial planning framework to effectively manage our clients' investments. Additionally, as registered insurance professionals, we provide authentic insurance quotes and consulting services.
Our aim is to help you set clear goals, create a plan, and make smart choices about your money to achieve those goals.
Let’s explore the investment options that work for your needs and build a strategy to make your money work for you.
"There are no solutions. There are only trade-offs."
“Most people don’t plan to fail, they fail to plan.”
John L. Beckley
“Do not save what is left after spending; instead spend what is left after saving.”
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Here are 4 great, and sometimes unexpected, places to raise a family.
Five creative (and inexpensive) ideas for motivating your employees.
Get ready to enjoy America’s national park system with this helpful article.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
Making the most of surprises is a great reason to work with us.
Bucket lists don’t have to be for tomorrow.
It’s never a bad time to speak with your financial professional about changes in your situation.
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.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Tips to avoid checking in luggage on your next vacation.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Do you understand these common mobile slang terms?
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Being healthy not only makes you feel good, it may also help you financially.
This calculator can help determine whether it makes sense to refinance your mortgage.
Have you found yourself suddenly single? Here are 3 steps to take right now.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
In this ebook, we outline your 401(k) choices and explore critical mistakes to avoid. Download it today