Award-Winning Financial Advisers
Put our strengths to work for you
Since 1964
Independent from the start, clients have chosen us for sound, focused, financial guidance and advice.
Learn how we take a broad perspective and refine it to benefit you specifically.
Plan. Invest. Succeed.®
See What We Can Offer You
MONEY notes
Private Financing for Life Insurance Premiums
The Wait and See Advantage of Using Private Financing for funding Life Insurance Premiums Well-advised affluent people are preparing for possible tax law changes that could have serious impacts on their ability to transfer businesses and other assets to their loved...
Planning for a Philanthropic Mindset
According to Merriam-Webster, a philanthropist is someone who “makes an active effort to promote human welfare.” While the general assumption is that you need to be exceptionally wealthy and able to donate monetary gifts in the six and seven-plus figure range in order...
Simple Strategies for First-time Investors
From the time we are little, we hear cautionary tales about the importance of saving and investing. Rarely, however, does someone ever take the time to explain the underlying reasons why. Instead of being motivated by the positives, many of us approach investing...
Quarterly Economic Review 2nd Quarter 2021
Let’s start with the good news! The U.S. economy is in full recovery mode. Every major domestic equity index is well into positive territory on a year-to-date basis—many periodically flirting with setting new all-time highs during the quarter. In fact, since its...
Financial Planning for Same-Sex Couples
When the U.S. Supreme Court made same-sex marriage a constitutional right in 2015, it helped to dramatically level a financial planning playing field that previously had been tilted heavily in favor of married couples compared to civil unions. Suddenly a wealth of...
Preventing Financial Fraud/Theft While Traveling
Now that summer has unofficially begun and vaccination rates rise, many of us are once again starting to think about planning a vacation. Travel bookings and online searches for airfare and hotels are surging. As we ease back into traveling, we wanted to offer some...
MONEY notes
Private Financing for Life Insurance Premiums
The Wait and See Advantage of Using Private Financing for funding Life Insurance Premiums Well-advised affluent people are preparing for possible tax law changes that could have serious impacts on their ability to transfer businesses and other assets to their loved...
Planning for a Philanthropic Mindset
According to Merriam-Webster, a philanthropist is someone who “makes an active effort to promote human welfare.” While the general assumption is that you need to be exceptionally wealthy and able to donate monetary gifts in the six and seven-plus figure range in order...
Simple Strategies for First-time Investors
From the time we are little, we hear cautionary tales about the importance of saving and investing. Rarely, however, does someone ever take the time to explain the underlying reasons why. Instead of being motivated by the positives, many of us approach investing...
Quarterly Economic Review 2nd Quarter 2021
Let’s start with the good news! The U.S. economy is in full recovery mode. Every major domestic equity index is well into positive territory on a year-to-date basis—many periodically flirting with setting new all-time highs during the quarter. In fact, since its...
Financial Planning for Same-Sex Couples
When the U.S. Supreme Court made same-sex marriage a constitutional right in 2015, it helped to dramatically level a financial planning playing field that previously had been tilted heavily in favor of married couples compared to civil unions. Suddenly a wealth of...
Preventing Financial Fraud/Theft While Traveling
Now that summer has unofficially begun and vaccination rates rise, many of us are once again starting to think about planning a vacation. Travel bookings and online searches for airfare and hotels are surging. As we ease back into traveling, we wanted to offer some...