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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

New and Improved Tax Treatment for Qualified Small Business Stock

The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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A Mortgage Recast Is an Alternative to Refinancing

Explains how a borrower can lower monthly payments by recasting a mortgage.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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The Employment Situation: A Closely Watched Report

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Estate Taxes

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

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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