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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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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Helpful Content

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

 

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Principles of Preserving Wealth

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

5 Smart Investing Principles

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

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

Managing Your Lifestyle

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

5 Smart Investing Strategies

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

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Inflation and Your Portfolio

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

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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