Meet Your Financial Team
As fee-only financial planners, we take our fiduciary responsibility very seriously. Our advisors are highly credentialed and include Certified Financial Planners (CFP®), Certified Public Accountants (CPA), Personal Financial Specialists (PFS), and Chartered Advisors in Philanthropy (CAP®). They bring decades of experience to the table and a passion for helping clients meet and exceed their personal and financial goals.
Let us help you become and remain financially independent. Our loyalty is always to you – our client.
Focused on Your Future
Whether you need to update your financial plan, or have never created a plan, you are in the right place.
Our team consists of Certified Financial Planners, Certified Public Accountants, and Personal Financial Specialists; all of whom are passionate about helping clients meet their personal and financial goals. We look forward to meeting you.
Learn More About Our Services
The financial plans we develop are comprehensive and designed to help you achieve and maintain financial independence. The plan is driven by your needs and goals.
Request a discovery call today. Share your priorities and concerns with us. We welcome the opportunity to explain our approach. You will clearly see how our fee-only financial planning process can help you achieve your short- and long-term goals.
Recent Insights From Our Advisors
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Managing Money
When individuals mention the person who “manages my money,” they are often referring to the person who ha...
Celebrating a Market Anniversary: The Day the Dow Hit 10,000
It was 25 years ago today, March 29th, 1999, that the Dow Jones Industrial Average (DJIA) topped the 10,000 mark for ...
Retirement Plan Contribution Deadlines
As the tax filing deadline approaches, it is important to understand the deadlines for retirement plan contributions....
March Isn’t Just About Shamrocks!
It’s true – St. Patrick’s Day is probably the most popular holiday in March. But did you know about St....
Navigating Tax Payments in Retirement: Estimated Taxes and Alternatives
Retirement changes your income – and your tax obligations. But retirement won’t eliminate your tax obliga...
It’s Not the Size of the Gift That Matters
How much does it take to make a difference in someone’s life? How much money do you need to make a “trans...
Should You Carry a Mortgage into Retirement?
As many of us approach retirement, one of the key financial questions homeowners face is: should you pay off your mor...
The Rules of Personal Record Retention
Personal record retention is always a hot topic as individuals seek to downsize their homes or simply need to purge a...
Preparing for Change: The Federal Estate Tax Exclusion and Estate Planning
Estate tax will be a hot topic as we approach December 31, 2025. Currently, the exemption amount is $13.61 million pe...