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 Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Rightsizing for Retirement
What does your home really cost?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.