Friends toasting with drinks at a dinner party

Building financial foundations through valued relationships

Manicured trees lining a street with parked cars

Building financial foundations through valued relationships

Smiling family on a sofa using a digital tablet together

Building financial foundations through valued relationships

Iron gate entrance to Rubelia castle with stone walls.

Building financial foundations through valued relationships

Multi-generational family sharing a meal at home.

Building financial foundations through valued relationships

Calculators

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“Relationships are our foundation, education is our motivation, and Monday thru Friday 9 to 5 isn’t our schedule”

Not just words, but how everything we do is focused around your needs and objectives. Without these relationships, we would not be in business. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you…our Client. We endeavor to know and understand your financial situation, in order to provide you with the highest quality information, services, and products to help you reach your financial goals.

Newsletters

Dont Take the Bait: How to Recognize Phishing Scams

In a phishing scam, criminals use emails, text messages, or phone calls to try and trick you into providing personal and financial information.

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Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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New and Improved Tax Treatment for Qualified Small Business Stock

The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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