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

5 Financial Crossroads That Could Reshape Your Future

Tamra Burling |
Categories
Finance
Retirement
Family
Tax Planning
Risk Management
You know how life tends to throw in a few plot twists? They don't ask if you're ready. They just show up—with potential financial consequences tagging along. A layoff. A diagnosis. A parent who needs help. These moments don't come with instruction manuals. But they do come with price tags, deadlines, and decisions that can echo for years. The good news? You don't have to wait until you're standing in the middle of a crossroad...
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Common Retirement Regrets—And Proactive Moves to Consider

Tamra Burling |
Categories
Retirement
Finance
Savings
Risk Management
Insurance
Health
Family
Estate Planning
Many people don’t regret being retired. They regret how they got there. 1 “I wish I had saved earlier.” “I didn’t think long-term care would matter.” “I should’ve waited to claim Social Security.” Hindsight hits hard when it’s tied to your potential freedom and options. The good news? There may still be opportunities to make meaningful changes that could benefit your future. Let's break down the most common retirement regrets—and what you can do right...