Your Financial Advocates

As your financial advocates, we’re committed to maintaining the highest standards of integrity and professionalism in our relationship with you. With our legal background and expertise, we’re accustomed to serving as fiduciaries, putting your best interests first. We endeavor to understand your financial situation and provide you with only the highest quality, unbiased information, services, and products to help you reach your goals.

Our Services

Overview

We provide fee based financial planning and investment management services on a platform that is is free from institutional or product influence.  We combine time tested methodologies and first in class technology to protect our clients from the irrationality of the market and to maximize their potential for success.

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Blog

How COVID-19 Has Impacted Retirement Confidence

How a Furlough (or Layoff) Affects Your Finances…and Retirement

The CARES Act: 10 Things You Should Know

Stock Market Volatility: It Helps to Look Backward

2020 Guide on Credit Cards and Financial Literacy

U.S. News & World Report, a nationally recognized publisher of consumer advice and information, recently completed a nationwide financial literacy survey in order to get a comprehensive understanding about consumers experiences with credit cards.

The results of our study reveal that many consumers don’t understand the basics of credit card ownership, such as credit score, interest rate and the consequences of carrying a balance. This causes consumers to sign up for credit cards that do not fit their needs, incorrectly use their card, overspend, and worse, fall into the never ending debt cycle.

In an effort to help consumers get a better understanding of credit cards, U.S. News created a guide that shows consumers the basics of credit card ownership. The resource covers topics including how credit cards work, the best and worst credit cards, and how to choose the best one for every type of consumer.

U.S. News & World Report’s 2020 credit card guide can be viewed here:

What is My Credit Score?
Do I Have an Existing Credit Card Balance?
Are Rewards Right for Me?
Am I Willing to Pay an Annual Fee?
Will I Use the Cardholder Benefits?
Do I Need a Credit Card for My Business?
How Many Credit Cards Should I Own?

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