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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What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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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?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?