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About Us. Our Team. Our Mission. Our Service.

Financial Planning

We are able to assist you with your financial needs at any level.  We have a flexible, yet powerful service offering that removes much of the administrative ...

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Personal Wealth Mgmt

Personal wealth comes in many ways.  Whether it be an inheritance, a one-time financial event, insurance proceeds or the gradual, hard-earned process of ...

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Tax Planning

The tax code is complex and it affects all areas of your financial life.  As a Certified Public Accountant, our firm principal, Scott Draper, is experienced and ...

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Helpful Content

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Inflation and Your Portfolio

Inflation and Your Portfolio

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

Keeping Up with the Joneses

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?

 

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Self-Employed Retirement Plans

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

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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5 Smart Investing Principles

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Bridging the Confidence Gap

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

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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