Stop Worrying and Start Enjoying , Stop Wondering and Start Living, Stop Postponing and Start Prospering
THE FINANCIAL CLARITY YOU NEED TO LIVE THE GOOD LIFE
Imagine yourself living the good life.
What do you see? How do you feel? The good life is about feeling comfortable to do what makes you happy without letting financial worries get in the way. Without a complete picture of your finances, that can be hard to achieve. Dreams get put on hold while you wonder if you can afford them. Decisions get made but you question whether you made the best choice. The future gets closer and you want to know if you’re on track.
It doesn’t have to be that way. With the financial clarity you gain from working with a TAAG CERTIFIED FINANCIAL PLANNERTM, you’ll be confident that your choices are helping you realize the life you’ve always wanted.
Fee-Only Financial Advice for Every Stage of Life
We’re ready when you are. No matter your age, we equip you with the objective advice you need to make your next chapter the best one yet.
We lay the groundwork for the good life in the first 100 days of our relationship. In that time, we’ll work with you to coordinate the individual parts of your financial life and ensure they are all working together toward your most important goals.
Whether it’s understanding how people and money interact or how you can invest for both profit and purpose, we stay on the frontier of financial planning and investment management. We combine our 30 years of experience with the latest techniques and technology so you have exactly what you need to thrive in the modern world of money.
Now more than ever, your time is as precious a resource as your money. That’s why we personally answer the phone when you call, respond to questions the same day and get things done right the first time. Automation and technology are only an enhancement to the remarkable service and attentive support you will come to expect from our team.
Our Caring Team Wants to Hear Your Story
We all have a financial past and present. We are ready to meet you wherever you are in your journey, so we can move together toward your future.
The Latest from Our Financial Planning Blog
As stocks in the U.S. and overseas continue to rise, the Dow Jones Industrial Average closes in on 26,000, and talk of inflation resurfaces, some investors are beginning to get very, very nervous. You’d think it would be easy being an investor over the last nine...read more
Last spring I blogged about steps I was taking in an attempt to take back control of my attention span. Where I could, I determined when I interacted with my phone, social media, etc. as opposed to it trying to determine that for me. I’m happy to report that just...read more
New year, new tax code. Let’s talk about The Tax Cuts and Jobs Act of 2017. We trust you’ve gotten your fill of opinions and interpretations of this legislation from your news outlet of choice, so we’ll keep this strictly to what the law says and how it will impact...read more