Who We Are

We help our clients develop a financial roadmap. Are you changing jobs? Thinking about a second career? Planning for retirement? We will help you navigate these transitions.

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Services

We provide financial planning, estate planning and tax planning services along with portfolio guidance and tax preparation.

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FAQ

Our FAQ provides insight into our business and our investing philosophy and other useful information.   

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Recent Blog Posts

We make personal finance easy to understand

Have $1M More in Retirement with Proper Bond Location

Have $1M More in Retirement with Proper Bond Location

Posted by Sean Lovison, CFP, CPA on Apr 14, 2022

 KEY TAKEAWAYS  The goal of asset location is to reduce the total tax paid over your lifetime and maximize realized returns.Bond income is taxed at a higher ordinary income tax rate. Stock gains are taxed at more beneficial capital gains tax rates. Because of the...

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The Value of Integrating Tax and Financial Planning Services

The Value of Integrating Tax and Financial Planning Services

Posted by Sean Lovison, CFP, CPA on Mar 17, 2022

 KEY TAKEAWAYS The goal of tax planning is to reduce total tax paid over your lifetime.Tax preparation done by prepares will only have the goal of reducing taxes in the current year. Very few preparers talk to financial planners. Combining financial planning and tax...

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Home Is Where the Heart Is…But Could Home Have Lower Taxes?

Home Is Where the Heart Is…But Could Home Have Lower Taxes?

Posted by Sean Lovison, CFP, CPA on Feb 18, 2022

Tap into our expertise. Once a month we publish a blog on various financial planning topics.  KEY TAKEAWAYS Moving in retirement can result in significant cost savings but the cost to happiness may offset the material gain. Health and your spousal relationship the...

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