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Your Needs First

  • Independently owned.

    We are not beholden to a bank or brokerage house to recommend their proprietary products.  Our sole focus is on YOU.

  • A fee-only firm.

    We do not sell investment or insurance products, nor do we receive any commissions, mutual fund fees, or free trips to exotic locations.  Our only revenue comes from YOU.

  • Fiduciaries.

    We must put YOU and your best interests above our own.

DEDICATED TO YOU

Our passion is working with clients to achieve their dreams, and we employ people who are authentic and driven to do this every day.  They are not just credentialed and experienced – they are exceptional.  We have built a compensation structure to attract and retain the best of the best.

In The News

What you need to know financially after divorce

Are you nearing the end of a divorce process or is has your divorce recently been finalized?  There are many next steps to consider from a financial perspective, which are often overlooked. Interview and retain the services of a financial planner. We recommend finding...

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A Dad’s Survival Guide to Sending Your Child Off to College

As a Certified Financial Planner™ practitioner for the past 19 years, I have helped many clients send a multitude of young men and women off to college, but now I find myself in the surreal situation of getting ready to send my first child off to college.  It feels...

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The Tax Cuts and Jobs Act ---What does this mean for your Spousal Support?

The Proposed Tax Reform The Tax Cuts and Jobs Act (TCJA) legislation announced this week would eliminate the spousal support (alimony) tax deduction for the payor and make the spousal support (alimony) payments received tax free to the recipient. This change effectively...

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Social Security

When to claim Social Security benefits is a dilemma that most Americans are faced with. There are no right and wrong answers for every situation. However, there are a number of things to keep in mind, such as the reduction in benefits if one claims before full retirement...

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Franklin County: Property Tax Reappraisals—What to know

2017 is the year for property reappraisals in Franklin County. Many of our clients are wondering what this means and how it will impact their property taxes. While each case is unique and we won’t know the final property tax bill until December, this is nothing new....

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