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Advice That Can Make All The Difference!

Building a successful financial future requires planning, not luck.  Whether your business or family earns a modest income, or receives a windfall, thoughtful financial services and tax planning/preparation will provide opportunity, growth and stability for a lifetime.

Follow the links on the right to learn more about who we are and the services we provide. Visit Mike's financial guides section for tax tips and investor education.
 
If this approach of clear explanations and actions regarding your individual or company’s specific needs appeals to you, please contact us to discuss how we might help you. Naturally, there is no cost or obligation for an introductory consultation.

 
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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Newsletters

Join the Millionaire Club

The burden of funding retirement now rests squarely on the shoulders of workers, many of whom are finding that they may need much more than $1 million to provide a comfortable retirement lifestyle.

Free to Retire

A variable annuity might provide a way to help you pursue your retirement goals if you don’t have the time required to develop a winning retirement strategy.

A Retirement Plan for One

Although most large companies are moving away from traditional defined-benefit plans, a solo defined-benefit plan may be an attractive pension option of you are a sole proprietor or if you are self-employed.

In a Category All Its Own

Since exchange-traded funds (ETFs) were first introduced in 1993, interest in them has grown steadily.

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