Customized Strategies
We illuminate your financial future by utilizing State-of-the-Art technology and LifeTyme customized strategies for overall wealth.
Serving Individuals
We help our clients design an investment strategy tailored to their unique needs and their true purpose for money.
Serving Business Owners
Running a small business isn’t easy. We work with you to develop comprehensive strategies that focus on mitigating tax liabilities.
Products & Services
Planning & Advisory Services
Create a lasting legacy. It is important to coordinate all aspects of your finances to help accomplish your highest purpose.
Investments
Invest in what matters. We believe there is wisdom in systematically saving over a period of time using a principled investment strategy.
Insurance
Protect what’s important. We believe that purchasing appropriate insurance doesn’t demonstrate a lack of faith but rather prudent planning.
Helpful Content
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Rightsizing for Retirement
What does your home really cost?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.