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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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?