"together...soaring to new heights"
Welcome to our website. We have been offering financial planning and investment advisory services for you and your family since 2001. Specializing in retirement planning, income distribution, and estate conservation, we invite you to explore our website.
As your personal financial professionals, we can;
- Help you clarify and define your financial and investment goals
- Recommend solutions that fit your needs
- Provide timely information
- Explain how changing financial conditions may affect you
- Monitor your financial and investment progress
- Make investment planning more understandable through education and explanation
Our website is designed as an educational resource that offers a variety of articles, calculators, and research reports that may be of interest to you. In addition, our site provides insight to who we are and how we may be able to provide a valuable service to you and your family. Our site's content is updated throughout the year, so you are welcome to visit as frequently as you wish.
If you have any questions, you may contact us via phone or e-mail. We would be happy to discuss any questions you may have and we look forward to speaking with you.
"together...soaring to new heights"
Newsletters
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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
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Birthday Benefits Quiz
This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.
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What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.