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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

Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Social Security: The \$64,000 Question

Social Security: The \$64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

 

Required Reading: The Economic Report of the President

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

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Contributing to an IRA?

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

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Principles of Preserving Wealth

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

5 Smart Investing Strategies

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

An Inside Look at Retirement Living

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

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

5 Smart Investing Principles

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

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Surprises

Making the most of surprises is a great reason to work with us.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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