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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Contact us for a complimentary initial consultation

Recent Blog Posts

We make personal finance easy to understand

Bitcoin Goes Wall Street

Bitcoin Goes Wall Street

Posted by Sean Lovison, CFP, CPA on Jan 13, 2022

Tap into our expertise. Once a month we publish a blog on various financial planning topics. KEY TAKEAWAYS: ProShares Bitcoin Strategy ETF (NYSE: BITO) was recently launched to provide investors a way to trade and gain exposure to Bitcoin without setting up a separate...

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How I Invest My Money

How I Invest My Money

Posted by Sean Lovison, CFP, CPA on Dec 17, 2021

Tap into our expertise. Once a month we publish a blog on various financial planning topics. DISCLAIMER: This post is NOT investment advice. It is NOT a recommended portfolio for your situation. Your portfolio should be based on your personal risk tolerance, time...

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Looking for Health Insurance due to Early Retirement or a Job Transition? Consider Switching to an Exchange Plan during Open Enrollment

Looking for Health Insurance due to Early Retirement or a Job Transition? Consider Switching to an Exchange Plan during Open Enrollment

Posted by Sean Lovison, CFP, CPA on Nov 19, 2021

Tap into our expertise. Once a month we publish a blog on various financial planning topics. KEY TAKEAWAYS: Healthcare from the ACA exchange can be an affordable option for Early Retirees or people going through a job transition, especially compared to COBRA or...

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