01. Calculators

You can review interesting calculators on my site.

View Calculators

02. Education Center

Learn about Bear Markets.

Visit Education Center

03. Tell a Friend

Share your thoughts on our firm to your friends.

Tell a Friend

Our Services


Financial Planning

Have you ever tried to go someplace new without a road map? It can be difficult to arrive at your destination if you don’t quite know how to get there. A Financial Plan is much like your road map in that it outlines how you get from where you are now to where you want to be. It is much more than...


Baseball players will tell that winning the game is not about hitting home run, although they are nice, but it’s really about team work and consistent play. The same can be said about investing, it’s not about hitting the home run but more about being consistent with your investing and consistent...

Retirement Planning & Social Security

Bridging the change between work life and retirement can be a daunting and stressful task. Typically, the process brings up more questions that you may not immediately know the answers to. The retirement process is a two phase process, accumulation and distribution. You spend your working life...

Education Funding

We all want to see our children soar to great height, to be the best they can be. Often this means providing them with a college education. Unfortunately, college educations are not as cheap as they once were and are getting more expensive every year. How is a parent supposed to help their child pay...

Estate Planning

Leaving a legacy does not necessarily mean leaving your loved one a large estate. A legacy could simply mean that you managed to not outlive your money. Whether your estate is large or small you want to ensure that it is distributed the way you want. We can provide you with an important overview of...


Insurance is a long standing institution that is well known for its ability to provide a family with a safety net in the event of the death of a breadwinner. However, there are other uses of life insurance, that if set up properly, can provide money for long-term care, funding for college education...

We are committed to educating clients in such a way as to empower them to make wise and competent wealth management decisions.

Check Out Our Mission Statement


Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is always the best place to start. Cash Flow If your spouse or loved one is still in the workforce, you may be...
Douglas Siebert |
Investing is a marathon, not a sprint. It takes guts to stick to your plan and avoid selling into a bad market. “Buy low, sell high” seems easy enough to master. Many investors fail to follow this advice including DIYers and professional advisors alike. There are ways to avoid the pitfalls of emotional investing — here’s a collection of a few to remember. Establish long-term goals If you are glued to the market report and...

Our Team

We manage assets for individuals and families, providing investment management, and financial planning services.

Contact Us