Understanding Today's Financial Environment
As an independent financial consultant, we work for YOU, not a financial institution. Everything we do, we believe is challenging the status quo. We believe in thinking differently about today's financial environment. From helping families plan for college expenses, Social Security maximization, income planning and wealth accumulation, your Next Phase starts here!Services We Offer Meet the Team Contact Us
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The item most homeowners forget on their home improvement project checklist is insurance.
What can be learned from the savings rate?
What’s the deal with your yearly free credit report?
Assess how many days you'll work to pay your federal tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The market is as unpredictable as the weather. We’d love to help you prepare.
Smart investors take the time to separate emotion from fact.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The decision whether to buy or rent a home may have long-term implications.