We’re in this business to solve problems, not make sales.

We can help you answer complex questions such as:

  • How much will my retirement cost?

  • When can I stop working?

  • How will I take care of my healthcare needs?

  • What are the risks to my retirement plan?

  • When should I begin taking Social Security and pension payments?

Learn How We Can Help You

Products & Services

 

Business Owners

As a business owner, your time is in great demand and your financial responsibilities extend beyond yourself. Whether you’re looking to hire and retain well-qualified applicants by offering a retirement plan, insurance, and other employee benefits, secure the future of your business through key employee insurance, buy-sell agreements, and succession planning, or managing cash balances and longer-term investments, we’re here to help.
 

Individuals & Families

Whether you’re planning to own your own home, fund your children’s education, or create a stress-free retirement, a financial plan can serve as a road map in working towards your goals. We use a flexible, consultative approach to create a financial plan that aims to address your financial objectives for all stages of life.

Our number one objective is to help clients save, invest and manage their money as carefully as we would our own.

Learn More

Blogs

What 2025 Taught Us About Staying the Course

Tamra Burling |
Categories
Investments
Finance
Risk Management
Retirement
Some years pass quietly. 2025 wasn't one of them. Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested patience across the board. And yet, as we close out December, the real story isn't about what the markets did. It's about how we responded. 2025 Market Volatility: A Year in Review Even those who tried to tune out the noise found it crashing through anyway: The Spring Selloff...

One Economy, Two Realities: Understanding Today's Economic Divide

Tamra Burling |
Categories
Finance
Investments
Savings
Credit
Risk Management
Retirement
It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity. This isn't new. But recent economic data makes the divide unusually visible. Recognizing this divide can change how we think about (and react to) the headlines. When Economic Signals Might Contradict Economic indicators paint a puzzling picture. Market gains create wealth while financial stress intensifies. Corporate profits surge while consumer confidence splits. Premium...

How to Talk to Your Aging Parents About Estate Planning (Without Making It Tense)

Tamra Burling |
Categories
Estate Planning
Family
Health
Disability
Insurance
Risk Management
These conversations aren’t easy. Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe even a little intrusive. But if you wait until something happens—a fall, a diagnosis, a hospital stay—you're not just having the conversation late. You're having it under pressure. So how do you start the talk without it turning tense? Here’s a guide to help you open the door with empathy, avoid common...