Navigating your financial future by the numbers

For more than 20 years, I have helped my clients grow their businesses, manage their taxes, and pursue financial security.
Integrating tax knowledge and financial services gives us unique insight into your financial world and allows us to provide a comprehensive approach that simplifies your life.
Newsletters
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A Map for Your Family
A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include?
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Sticker Shock Is No Joke for Car Buyers
This article discusses recent trends affecting the automotive market and includes suggestions for those who want to purchase a vehicle.
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Balancing Medicare and Work-Based Insurance
Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Savings Accumulation
Estimate the future value of your current savings.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?