Who? What? & Why?
Who we are; what we do; and why we do it...We have a unique approach & a qualified team to deliver on our promise.
What is Integrated Planning
We help pre-retirees & business owners structure their net worth to minimize taxes, volatility, & risk.Learn More
Our Client Process
We have a clear process to understand your goals, develop appropriate recommendations, & implement your customized plan.Learn More
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
The true cost of raising a child may be far more than you expect.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A bucket plan can help you be better prepared for a comfortable retirement.
Do you have causes that you want to support with donations?
How will you weather the ups and downs of the business cycle?
Even low inflation rates can pose a threat to investment returns.
Doing your research is key before buying a vacation home.
What are your options for investing in emerging markets?