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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

The History of Retirement

The History of Retirement

Do you know where the idea of “retirement” comes from?

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

 

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Self-Employed Retirement Plans

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Tax Management Strategies

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

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.

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

Investment Strategies for Retirement

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

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

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