Market Week: January 5, 2026
- Broadridge Content
The latest issue of Market Week is available.
Holistic Financial Planning, Independent Wealth Management
Transparent Tailored Fiduciary Relationships
Your Goals, Our Process
What's Important about money, to you?
Stewardship For Life
It is about so much more than money
Ongoing Relationship
The heart of every client's question
Am I OK?
When am I OK to retire with the lifestyle I desire? Will my family be OK when I die or if I need long term care? What about me if it is my spouse? Will I be OK to achieve my goals with my current investment portfolio?
Just about everything we do for our clients is to help them understand “Are they OK?”, and how to help them make changes so they improve their position.
How We Work
Rob’s training in aerospace engineering and as a Certified Financial Planner™ enables a unique approach to holistic financial planning and independent wealth management. The result is a process applied to your specific needs by first understanding your core values, determining where you are, when you want to go, and agreeing on a path on how to get you there. This is a process of continual adjustments and refinement either on your financial Journey or after you have reached the Summit. We call this Stewardship For Life.
If you are wondering if you are OK, then we would love to talk to you.
If you are wondering if you are OK, then we would love to talk to you.
Stay in the Know
What's the Latest News?
Knowledge is power! The following news has been carefully selected by our office to empower your learning. Dive into trending news, thought-provoking insights, and everything in between.
Q and A on RMDs
- Broadridge Content
The nuances surrounding RMDs from IRAs and work-sponsored retirement plans can be confusing. Here, we help shed light on some common questions.
529 Plans and Financial Aid Eligibility
- Broadridge Content
Funds in a 529 account may affect the amount of financial aid your child receives. The federal government treats 529 plans as a parent asset if the parent is the account owner. Colleges aren't required to use the federal methodology when distributing aid from their own funds, though most follow the
How can securities-based lending help provide liquidity?
- Broadridge Content
Securities-based lending is one option to gain access to cash. quickly.
If You’ve Already Overspent This Season: How To Recover Without Shame
- Forbes
Overspent this holiday season? Here’s how to recover without shame—using compassionate, actionable steps to reset your budget, mindset, and financial plan.
Bypassing Probate
- Broadridge Content
Although there is actually little reason for most people to avoid probate today, the process can often be costly and time consuming. If you feel the size and complexity of your estate warrant taking steps to avoid probate, there are alternatives.
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