Check Out Our Recent Posts

  • Power Over Pain

    Change is painful. But the alternative is painful too. You can either prepare for your future and feel some pain today or not prepare and live with the pain forever. If you plan properly over a short amount of time […]Read More »
  • Tip the Scales

    When I meet with young people I have to spend time explaining to them that while their net worth is low or even non-existent today their ability to earn is priceless.   PRICELESS! Overtime that will change. As they get older […]Read More »
  • Managing RMD’s

    Of the mistakes older Americans can make in managing their retirement savings, failing to take required minimum distributions (RMDs) from qualified retirement accounts, like IRAs and 401(k) accounts, is among the most serious. Retirees over age 70½ are generally responsible […]Read More »
  • What is Asset Allocation?

    Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. What is asset allocation and how does […]Read More »
  • Money Saving Tips of the Week

    Monday: Stop buying apps on your phone- you get bored of them quickly. #MSTD Tuesday:You can cut your own veggies and marinate your own meat– Save money at the store. #MSTD Wednesday:If you’re drinking on the rocks, pay up. Cocktails, pay […]Read More »
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The Art Of Financial Planning Is For You!


Teach you about investing without all the Wall Street trickery.


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Big Purchase

Help you save money to make a big purchase in the future.


Help you build a retirement income program that makes sense.


Show you the best way to save for college expenses.

Asset Allocation

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