We are an independent financial services firm with 30 years experience in insurance and investments. We help people prepare for their future or plan for specific financial goals.

We are patient and thorough in finding the right solutions for businesses, families and individuals.

Newsletters

HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor

At age 94, Warren Buffett announced retirement as CEO of Berkshire Hathaway; article reviews his investing fundamentals and insights.

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Important Tax Breaks for Pass-Through Businesses

Explains potential 20 % QBI deductions and qualified property benefits for pass-through entities.

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Will You Pay a Medicare Surcharge?

The standard monthly Part B premium is $185 in 2025, but income-based adjustments may apply.

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Investing with Market Cap in Mind

Shows how combining small-, mid- and large-cap funds enhances diversification.

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Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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