Your life is complicated enough, financial planning shouldn’t be
We believe in simplifying your complex financial life. Our trusted advisors have a combined total of 100 years experience helping people just like you live more and worry less.
Gain financial confidence at every life stage with a partner who helps you plan for accumulation, protect what you’ve worked hard for, and pass a legacy to the next generation
By delivering fee-based advice, you can be confident there will be no surprises, hidden fees or commissions.
Check out Asset-Map
We cover what's most important to you with a wide range of financial planning topics like investing, risk management, estate planning, retirement, and the latest market news and information from industry experts.
Presented by Kris Maksimovich, AIF®, CRPC®: Phishing, malware, hacks. Lately, it seems as if the tricks that cybercriminals use to try to access your sensitive information are endless. But even with all of the advanced threats and increasingly clever online scams, one of the simplest ways for identity thieves to obtain information is often overlooked—dumpsterRead more
Presented by Kris Maksimovich, AIF®, CRPC®: The process for enrolling in Medicare is surprisingly easy. But before enrolling, you will need to make a choice about how you want your Medicare delivered. Unlike an employer health plan, you may have dozens of options from which to choose. If you already receive social security or RailroadRead more
Presented by Kris Maksimovich, AIF®, CRPC®: Buy-sell agreements can provide stability for your business in the event of your death, disability, or retirement. A properly structured agreement can guarantee a buyer for your business interest, establish the taxable value of the business, create liquidity for estate taxes, improve the creditworthiness of the business, and helpRead more