"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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Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
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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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HDHP/HSA Pairing May Help Control Medical Costs
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
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Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
While traditional economic models assume that people make rational decisions, most humans don’t think like robots. This article summarizes some common biases that can influence financial decisions.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Car Affordability
How much can you afford to pay for a car?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.