How healthy a retirement do you think you will have? If you can stay active as a senior and curb or avoid certain habits, you could potentially reduce one type of retirement expense.

The majority of stock market analysis can be lumped into three broad groups: fundamental, technical, and sentimental. Here’s a closer look at each.

A look at two basic methods for shielding assets from probate.

More than an advisor, we seek to be your partner, coach, and friend.  We seek to help you interpret today’s financial climate, determine your most important financial and life objectives, and assess your progress towards these very important goals.  Our hope is to not only empower you with a comprehensive financial plan, but to develop a lifelong relationship where we revisit, refine, and refocus your plan along the way.