
Our mission:
To simplify and organize the
finances of a select group of
individuals and families.
To help you achieve all of your
financial objectives prudently and
thoughtfully.
To be the FIRST person you contact
when you have a question or need help.
Newsletters
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Creating Your Own “Operation London Bridge”
Queen Elizabeth II had a complex end-of-life plan, but you may also need an appropriate plan to help ease the burden on your family members.
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A 529 Plan Can Help Jump Start Your College Fund
Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.
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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
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Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.