Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
You Deserve a unique Financial Strategy
Every individual is unique, and so should be your financial strategy. Given the diversity in careers, life paths, and goals, personalized financial advice is essential. We aim to simplify complex financial concepts and provide a level of service that is exceptional in the financial industry.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
A Brief History of Estate Taxes
Federal estate taxes have long been a source of funding for the federal government.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Jeffrey Staley, CFP®, APMA™
Wealth Advisor
Jessica Woodard
Client Service Specialist
John Nixon
Wealth Advisor
Meghan Pettry
Practice Manager
Melodi Irving
Client Service Specialist