Wealth creation and preservation is our primary focus.  Together we can help identify your goals, analyze your risk profile, assess your needs, establish a plan of action, then manage that plan.

What makes us different is that we believe in a multidisciplinary approach to Personal Financial and Estate Planning.  You will benefit from two complementary disciplines:  The problem- solving, working with numbers and practical nature of a Certified Financial Planner™ and the "think like a lawyer" problem-spotting analytical nature of an Estate Planning Attorney.  The combination is an unbeatable formula...
Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Lease Interest

What's the interest rate on the lease you're considering?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

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