We are advocates of comprehensive life planning, an approach that takes a holistic look at what you truly value. Together, we will discover your goals and needs, then develop a plan to help you pursue critical milestones throughout your financial life. Whether you are planning to retire, nearing retirement, funding education for children or grandchildren or looking for strategies to transfer wealth between generations, we take a collaborative approach to providing the competent advice and guidance you seek to make informed decisions about your financial future.
If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (559) 625-4005
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Calculating your potential Social Security benefit is a three-step process.
Knowing the rules may help you decide when to start benefits.
A change in your mindset during retirement may drive changes to your portfolio.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
It may help your business be better prepared in the event of the death of a principal or key employee.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Smart investors take the time to separate emotion from fact.
The market is as unpredictable as the weather. We’d love to help you prepare.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Making the most of surprises is a great reason to work with us.
Women must be ready to spend, on average, more years in retirement than men.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.