A guided approach to planning your financial future
"The clients best interest is our top priority. As fiduciaries, we help navigate the complexities of retirement and investment planning, with the goal of achieving optimal results and a stress free experience for our clients." - Trent Lockard & Kevin Deaver
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Learn about the rise of Impact Investing and how it may benefit you.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
This article provides a checklist of steps to take if you experience a data breach.
It's important to make sure your retirement strategy anticipates health-care expenses.
Retirement choices can be intimidating. Picking the right strategy.
Learn more about women taking control of their finances with this infographic.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are three things to consider before dipping into retirement savings to pay for college.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Taking your Social Security benefits at the right time may help maximize your benefit.
It's easy to let investments accumulate like old receipts in a junk drawer.