It is easy to make mistakes in managing your IRA, and some common mistakes can defeat many of the benefits of having an IRA. These...

We help you stay up to date on changes in the investment world. Advising yourself regarding your investments is similar to representing...

We help you choose the appropriate custodial accounts and 529 education savings plans. Many of our clients view providing for the...

We assist in preparing an estate plan for you. An estate planning attorney is normally needed to prepare and document an estate plan. We,...

We don’t sell anything (period), but we take time to analyze everything. Since our primary interest is your well-being and we do not sell...

We guide you through difficult times in the stock market by sharing historical data and perspectives. The stock market is volatile, and...

We help you determine where you are at this point in your life - and how you got there. You want a financial advisor who can help you cut...

9. We work with you to understand how much retirement income you can take from your investments without running out of money during your...

8. We help you reduce mutual fund and ETF managerial and transactions expenses, allowing you to keep more of your money working for you....

7. We ask questions to really understand your needs and objectives. We ask a myriad of questions that allow us to truly understand your...

6. We guide you to think about areas of your financial life that you may not have considered. None of us know what we don't know. We help...

5. We perform a detailed analysis and recommend when to start taking Social Security benefits. Social Security is an important source of...

Click the link immediately following each item to read the full blog post. 1. We care more about you, your life, your hopes, your dreams, your fears, and your money than anyone who doesn’t share your last name. Click here 2. We help you become the visionary for your own life. Click here 3. We adopt a Fiduciary Standard in our relationship with you. Click here 4. We help you determine and manage the complexities of your IRA RMDs. Click here 5. We perform a detailed analysis a

4. We help you determine and manage the complexities of your IRA RMDs. We help you determine and manage the complexities of your IRA RMDs...

3. We adopt a Fiduciary Standard in our relationship with you. We proactively adopt and implement a Fiduciary Standard in our...

"The investor with a portfolio of sound stocks should expect their prices to fluctuate and should neither be concerned by sizable...

2. We help you become the visionary for your own life. We believe that having a vision for your life is essential to your success in life...

1. We care more about you, your life, your hopes, your dreams, your fears, and your money than anyone who doesn’t share your last name....