Estate planning often involves the coordinated efforts of an estate planning team consisting of your attorney, accountant, and financial services professional. However, whether establishing a new estate plan or revising an existing one, only you can provide the...

Estate Planning and Your Residence: When the Grass Really is Greener!The rules that govern each state’s estate taxes are not necessarily created equal. A person can live, do business, and own real estate in many different places, but legally have only one domicile—or...

Learn how our planning process aligns your unique needs with your unique financial objectives. Let's work together to create a roadmap to your future goals!

When your tax refund arrives, you might be tempted to immediately spend it. But there are wiser ways to use your refund. See what we recommend. Learn more

Buying a house changes your financial situation. See what steps you should take soon after purchasing your home to ensure you're staying on the right track financially. Learn more

Life is more fun with the financial independence that comes with a clear plan for managing expenses and reducing debt. And we can help.

Collaboration can help a family create and preserve wealth. Learn the basics of financial planning with Personal Portfolio. Watch this video to learn more.    

Learn how financial planning can help small business owners design the life —and live the lifestyle—of their choosing in their retirement years.    

Need to get your small business's finances in shape? Learn how we help health and wellness professionals maintain the wellbeing of their practices.     Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer,...