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Building Better Solutions...Together

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Institutional Consulting

Investment, plan construction and consulting services to the defined contribution marketplace.

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Personal Wealth Services

Individualized services that are tailored to meet the client's stated needs and objectives.

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Philosophy

Our focus is on providing clients with proven, customized, efficient solutions based on specific needs within a low-cost structure.

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Approach

We work closely with clients to ensure everyone has a thorough understanding of the goals and objectives that need to be met. After an introductory meeting and a decision to work together to build a better solution, we begin by developing a plan, then we outline an implementation strategy and meet regularly to monitor our progress.

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Resources

We not only offer customized resources, we also take advantage of the wealth of data and anlsysis that is available in the marketplace. By selecting comprehensive solutions we are able to keep costs low.

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Newsletters

Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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A Critical Combo: Life Insurance with Long-Term Care Benefits

Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?

Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

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Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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