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.

Learn More

Services

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

Learn More

FAQ

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

Learn More

Contact us for a complimentary initial consultation

Recent Blog Posts

We make personal finance easy to understand

Who stole my beer? A Crashing Bear or the Inflation Ninja?

Posted by Sean Lovison, CFP, CPA on Apr 20, 2021

In this post we explore two of the major external threats to retirement planning: major stock market crashes and the hidden danger of inflation, looking at the historical impact of both over the past thirty years. We also look at the importance of asset allocation in...

Learn More
What the American Rescue Plan Means for You, The Taxpayer

What the American Rescue Plan Means for You, The Taxpayer

Posted by Sean Lovison, CFP, CPA on Mar 22, 2021

News Flash: New Tax Deadline; Estimated Payments Still Due April 15 The IRS has pushed back the tax return and payment filing deadline from April 15 to May 17, 2021. While no additional penalties and interest will accrue during that period, estimated payments for 2021...

Learn More
The GameStop Saga, or a Cautionary Tale

The GameStop Saga, or a Cautionary Tale

Posted by Sean Lovison, CFP, CPA on Mar 16, 2021

Over the past few months, the largest financial story has been GameStop. In January 2021 the brick-and-mortar retailer GameStop was on the brink of bankruptcy when it was caught up in a trading frenzy. Massive bets (I lack a better word for this level of speculative...

Learn More