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

The Child Tax Credit Payment in July May Equal a Bill in April

The Child Tax Credit Payment in July May Equal a Bill in April

Posted by Sean Lovison, CFP, CPA on Jul 6, 2021

The advanced payments of the enhanced child tax credit are being mailed out this week, so next week you may be standing in your kitchen wondering why you received a check and if you should be spending it. For some parents, including most of the parents reading this...

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Inflation Protection: Real Estate is the Physical Weapon Against the Invisible Killer

Inflation Protection: Real Estate is the Physical Weapon Against the Invisible Killer

Posted by Sean Lovison, CFP, CPA on Jun 14, 2021

Inflation is a silent killer. It slowly robs investors of their hard-earned wealth through thousands of small latte and burrito price increases. Assets offering inflation protection can help protect investors by providing returns that increase at rates greater than...

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The Amazing Financial Vehicle – The HSA (or the little engine that could)

The Amazing Financial Vehicle – The HSA (or the little engine that could)

Posted by Sean Lovison, CFP, CPA on May 13, 2021

Health Savings Accounts (HSA) are amazing, possibly the best financial vehicles for building wealth. In this article we explain why you should maximize your contributions to an HSA and pay for most, if not all, of your medical expenses out of pocket. We also compare...

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