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
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.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The Best Apps in Travel
Technology tips to make your next trip even better.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.