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.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Making the most of surprises is a great reason to work with us.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Simple steps may help you foil hackers and protect your privacy.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Calculating your potential Social Security benefit is a three-step process.
The true cost of raising a child may be far more than you expect.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
Assess how many days you'll work to pay your federal tax liability.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Around the country, attitudes about retirement are shifting.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Do you know how to set up your financial goals for success? This knight does.