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."
- Kevin Deaver & Jason Schluckebier
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Couples may be able to head off many of the problems in a marriage that money can cause.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
A letter of instruction provides additional and more personal information regarding your estate.
It sounds simple, but paying yourself first can really pay off.
The item most homeowners forget on their home improvement project checklist is insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
What are your options for investing in emerging markets?
The decision whether to buy or rent a home may have long-term implications.
How do the markets usually react to elections? Was the 2016 election any different?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What does your home really cost?