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Empowering You to Live Your Best Financial Life

Our expertise in financial, investment, and retirement planning will guide your path to financial fulfillment.

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Have an Investment Philosophy

Have an Investment Philosophy

Here’s how most people invest: Act on impulse, React to things they see in the news, Do what their friends are doing, Do their own research and convince themselves they can see what the future holds, Bet their life savings on tips and hunches. Don’t be like most investors!

Keep Your Spending Categories Manageable

Keep Your Spending Categories Manageable

When thinking about your spending, be sure to lump expenses together to save yourself from being overwhelmed by the number of categories or buckets you have.

In Your Spending, Target Only Things You Can Actually Control

In Your Spending, Target Only Things You Can Actually Control

We are too good at beating ourselves up and in our finances that happens most with our spending. While I love knowing what your spending is, be careful not to be too critical too quickly.

Know the Price Tag of Your Lifestyle

Know the Price Tag of Your Lifestyle

If one of your goals is to maintain or increase your lifestyle, doesn’t it seem logical that you should know how much your lifestyle costs?

Focus on Actual Cash Flow

Focus on Actual Cash Flow

A lot of people like to use rules of thumb with their finances. Don’t fall for that. You are not average. No one is.

Only Own Life Insurance to Replace Income for Those Dependent on You

Only Own Life Insurance to Replace Income for Those Dependent on You

Life insurance is used to pay for things you would pay for yourself if you were alive to do it. Therefore, we only want to buy insurance to replace actual income you expect to earn during your lifetime.

Pay Your Taxes and Be Happy

Pay Your Taxes and Be Happy

The goal with taxes is not to pay the least amount of tax – it’s to keep as much as you possibly can. There are lots of strategies out there designed to minimize taxes, and unfortunately, many of them also minimize what you take home.