Retirement planning doesn't have to be complicated.

Your Retirement. Our Focus.


Emotion vs. Reality

The recent market changes may have some of you concerned about your portfolio. In a market decline, that’s where we work the hardest not on ways to keep the decline from happening rather keeping you from making key mistakes. The results of research done by Dalbar Inc., a company which studies investor behavior and analyzes investor market returns, consistently show that the average investor earns below-average returns.For the twenty years ending 12/31/2015, the S&P 500 I
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Coach Pitch Baseball and Investing

I hope this letter finds you and your family well. As for our family, we have been busy at the ballfields which has been fun. Late nights, dirty uniforms, and lots of concession stands for supper! I’m helping coach Ross and Reid’s team and have been reminded of some simple truths that apply to coach pitch baseball and long-term investment success.
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How Long Do You Keep Important Documents?

Knowing which financial and personal paperwork to keep or toss is very important. Here’s a suggested timeline for keeping/shredding documents. Documents which should be kept indefinitely – in a secure location: Birth/death...
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Blessed Independence

As we approach the celebration of our independence as a nation, we want to take a moment and reflect on how truly blessed we are to live in this great nation in a time such as this.
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Enhanced Statements

We are proud to share some great news from our broker/dealer – LPL Financial. As you may know, LPL produces and delivers your monthly and quarterly statements. Recently, LPL improved those statements to make them easier to use....
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