Your Blueprint is provided as part of our process. When we know you, your family and your business. We know the site you’re building on. Your Blueprint becomes the infrastructure needed to build assets that serve you, your needs and preferences.
Our process of building implementing and supervising your assets as an independent firm is very different from many larger firms. We are independent of banks, brokerage firms, or insurance companies; as such we have the freedom to recommend suitable plans from an array of sources.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more. As you search my website, send me a note regarding any questions you may have.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Even if you’re young and single, you should still consider protecting yourself.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Your credit score may influence how much you pay for auto and home insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Do you know these three personal finance sayings?
Understanding the cycle of investing may help you avoid easy pitfalls.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.