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Focus Clarity Simplicity

Lifestyle and Education in Focus

We don’t just want to help you live better financially; we want to help you live better in all areas of your life. Take a look at our blog to see what we are thinking about right now. 

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Next Level Wealth Management

We go above and beyond the standard of care in the financial services industry, not only in our culture but in our approach. We don’t just do the “usual”. Instead, we start outside the box and we stay out.

We know that our clients’ expectations are the key to the most successful relationship we can have with them. This includes not only what you expect from us, but your life, your future, and how you want to live along the way. Whether you need us to perform investment advisory, financial planning, risk management services, or top-to-bottom wealth management, we take you to the next level through our proprietary portfolios. Not only that, but we provide you with access to investment opportunities you cannot get from most other financial advisors.

We do this by acting with informed agility.

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Who We Are

We are highly educated, deeply experienced financial professionals. We help our clients rise above simple wealth management and experience cutting-edge lifestyle management.


What We Do

We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.


Work With Us

We offer you a relationship with your wealth manager built on the foundation of integrity and the relentless pursuit of clarity, simplicity, and focus. Ready for a new experience?

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This calculator compares the financial impact of leasing versus buying an automobile.

Protecting Those Who Matter Most

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

 

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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