As an integrated tax and financial services firm, we help you understand the tax implications of your investment choices and ensure you are making the right decisions to help you achieve your financial goals.

We focus on the three Cornerstones and tailor our guidance to you and your family's unique financial needs.

Accumulation & Wealth Management: focusing on growth and preservation of your investments, with a secondary focus on transferring your wealth efficiently and effectively

Guaranteed Retirement Income: ensuring that you have enough money during your retirement years with sustainable income streams in place, even when markets go down

Lifestyle Preservation: protecting your financial assets and your family's well being through the use of estate planning and insurance

Our approach begins with listening to your goals, your dreams and your challenges. We take the time to truly understand your perspective and give you the comfort of knowing you're working with people you can trust.

Most importantly, we are satisfied only when you are.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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File and Suspend: A Flexible Social Security Strategy

Understanding Social Security claiming strategies, such as “file and suspend,” may help increase lifetime benefits.

You Need a Will. What About a Trust?

This article provides an overview of basic trust terms and structures and common types of trusts.

Aiming at Target-Date Funds

How target-date funds work and why it’s important to understand a fund’s specific strategy.

Understanding the Gift Tax

It’s important to understand gift tax provisions in order to take advantage of the exemption and possibly eliminate or reduce potential tax liability.

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