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
This is not a political rant. This is a plea for rational thinking. In 1985 John Cougar Mellencamp’s song Rain on the Scarecrow he described the loss of family farms across the Midwest and plains states. President Carter’s decision to stop grain exports from U.S....read more
Clean. Simple. Pin-drop quiet. No frantic people in bold suits running around. No screaming across the room. On my way to a recent weekend board meeting for a non-profit organization I’ve served for many years, I had the chance to visit the global headquarters of...read more
We’re squarely in the midst of tax preparation season which means we are forcibly engaging in looking back at last year to answer questions like: How much were my medical expenses? How much did I give to charity? Do Girl Scout cookies count as a charitable...read more