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 If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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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 Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
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?
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.