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
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
How to Bake a Pie-R-A
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Surprises
Making the most of surprises is a great reason to work with us.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.