.jpg)
We are passionate about our clients. Whether your needs are simple or complex, financial planning without concern for the people involved is meaningless.
Our process starts and ends with you. We encourage you to explore our website and learn more about the services we offer, who we are and WHY we do what we do. Please feel free to contact us with any questions.
Monetizing a closely held business can be a difficult process, so owners may want to plan an exit strategy before they really need one.
Cyber attacks and loss of data can be devastating, so businesses should be proactive about addressing this risk.
Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.
Worried your retirement might outlast your savings? A qualified longevity annuity contract could provide an income stream later in life.
Use this calculator to determine whether you qualify for the different types of IRAs.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 21,052.53 | -1.69% |
| Dow Jones Transportation | 7,305.31 | -1.89% |
| Dow Jones Utilities | 706.01 | -3.20% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.
