Independent Guidance. Personalized Strategies. Ongoing Support.

Guidance for Every Stage of Your Financial Journey

Having a licensed financial professional by your side can help bring clarity, structure, and confidence to your financial decisions. Whether you’re planning for the future, navigating life changes, or refining an existing strategy, our role is to support you with thoughtful guidance that aligns your financial plan with what matters most to you.

As independent financial professionals, we are not limited to a single company’s products or solutions. This independence allows us to take an objective, personalized approach when designing strategies around your goals, priorities, and circumstances. Through our affiliation with Money Concepts, we also have access to a broad network of resources, education, and support to better serve you over time.

If you’re exploring a new financial relationship or would like a second perspective, we invite you to start the conversation and share your journey with us.

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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.

The Problem Is Where Interest Rates May Go, Not Where They Are Now

Thursday, October 01, 2026 - The New York Times

History shows that the markets and the economy flourished when rates were even higher than today’s. But, our columnist notes, those times didn’t last.

Billionaire investor Howard Marks says don't dump stocks because you're worried about soaring US debt

Wednesday, September 23, 2026 - Business Insider

Howard Marks has a message for investors worried about how America's fiscal situation could impact markets: don't dump your stocks.

I Help Businesses Get Recommended By Chatbots. Here’s How It Really Works.

Tuesday, September 22, 2026 - Entrepreneur Magazine

Customers are increasingly asking AI to give them business recommendations. Here's how to make sure you're on their shortlist.

Self-Employment Tax

Tuesday, October 20, 2026 - Broadridge Content

If you are self-employed, you generally must file a Schedule SE, Form 1040, and pay an additional tax on your self-employment income. The federal government uses this tax to fund Social Security and Medicare benefits. The self-employment tax rate on net earnings is 15.3%, with 12.4% of this rate for Social Security and 2.9% for Medicare. The maximum amount subject to the Social Security portion of the tax rate is currently $184,500 (in 2026 up from $176,100 in 2025). All net earnings of at least $400 are subject to the Medicare portion of the tax rate.

What is the history of the federal estate tax?

Friday, April 10, 2026 - Broadridge Content

The history of estate taxes in America has been a long and winding road.

Business Owners: How to Anticipate and Minimize the Liquidity Needs of Your Estate

Wednesday, April 01, 2026 - Broadridge Content

The first step to anticipating the liquidity needs of your estate is to determine the value of your estate.

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Build and manage an investment strategy designed around your goals, time horizon, and comfort with risk. This includes asset allocation, ongoing monitoring, and adjustments as markets and your life evolve.

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Help protect what you’ve built by identifying and addressing potential financial risks. This area focuses on strategies such as insurance planning, income protection, and legacy considerations to help safeguard your family, business, and financial future.

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Education is the key to making informed financial decisions. We are committed to providing you with the knowledge and tools you need to achieve your financial goals. Explore articles covering a variety of topics, stay informed with the latest market updates, and gain in-depth knowledge through our dedicated learning section. Let's navigate the financial landscape together, one step at a time.

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