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
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
U.S. Personal Savings Rate
What can be learned from the savings rate?
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.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.