Virtual Travel in the time of COVID-19
It’s been almost two months since the COVID-19 pandemic began to make major changes to everyday life in South...
Read MoreYour financial goals are personal.
Your journey to success should be too.
As an independent, fee-only financial planning firm we are dedicated to providing personal, steadfast advocacy and academically-proven strategies to help you create a path towards achieving your financial goals.
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Our Services
Our Services
Financial Planning
Using a holistic approach to understand your unique financial situation, we can help you identify specific financial planning goals and set a path towards success.
Tax Strategy
Using tools like investment selection, real estate analysis, debt management and college savings vehicles, our tax professionals will optimize your financial planning resources.
Retirement Planning
Preparing for your financial future starts today. We can help you put everything in place now for your financial path, so there is no need to worry tomorrow.
Legacy Planning
Working with a CERTIFIED FINANCIAL PLANNER™ will help grant you the peace of mind that your hard earned estate will be passed along in the manner you intend.
Giving Back
Being good stewards of your wealth can incorporate giving back. Whether you’re gifting education or fulfilling charitable desires, we can provide financial guidance and direction.
Learn how to get started on your journey to financial freedom.
Let's GoIn the Know
Spring Cleaning: Financial Checkup
Spring is the perfect time to clean out your closet, organize that spice cabinet, and take a magnifying glass...
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The CARES Act: Breaking Down the Impact on Businesses
On March 27th, Congress passed the Coronavirus Aid, Relief and Economic Security, or C.A.R.E.S. Act in an effort to...
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FAQs about the 2020 US Census
We hope you are staying safe and healthy as we tread through these interesting waters the Coronavirus has sent...
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THE CARES Act: What it Means for Your Personal Finances
The COVID-19 Pandemic, also referred to as the Coronavirus disease, has affected numerous facets of so many lives; from...
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Top Nine Most Overlooked Tax Deductions and Credits
With taxes due next month, you may already be well on your way to completing your 2019 tax returns....
Read MoreCFP® certification is a voluntary certification granted in the United States by Certified Financial Planner Board of Standards, Inc. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Individuals who become certified are required to complete continuing education.