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Financial Planning in Human Terms

Who We Are

We are a full-service financial firm committed to helping people pursue their financial goals. We offer access to a wide range of financial products and services to individuals and business owners.

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What We Do

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

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What We Offer

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.

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Helpful Content

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

 

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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