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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Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
9 Facts About Social Security
There are things about Social Security that might surprise you.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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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.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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.
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Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
When Markets React
When markets shift, experienced investors stick to their strategy.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.