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

Planning for the Future: Essential Steps to Preserve Your Retirement

Tamra Burling |
Categories
Retirement
Savings
Is your retirement savings on track? If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very common. 1, 2 Many people today believe they’ll need at least $1.5 million saved to retire comfortably. 3 But is that number right for you? The real “magic number” varies widely depending on your current savings, future goals, and lifestyle plans. A clearer picture of retirement readiness...

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Tamra Burling |
Categories
Investments
Finance
Risk Management
Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you navigate market ups and downs more effectively. Here, we’ll explore why market corrections are normal, how understanding historical trends can offer reassurance, and why sticking with your strategy benefits your financial future. Understanding Market Corrections: How Common Are They? Market corrections—typically defined as a drop of 10% or...