Our team of CERTIFIED FINANCIAL PLANNER™ professionals is knowledgeable, reliable and passionate about empowering our clients and their relationship with money. We bring a diverse set of talents and areas of focus. We use a collaborative approach in caring for our client families, meeting weekly to discuss what’s happening in their lives and finding ways where our individual strengths can most benefit their unique situation. This way, our clients get the best of us all.
Larry loves to explain difficult concepts simply. He is often collaborating with clients on their business transitions, estate planning aims and investment decisions.
Brenna has a knack for helping clients develop tangible steps to meet their goals. Her focus is proactive tax planning, goal funding and long term forecasting.
Katherine encourages clients to ask, “What if?” She helps to answer questions around cash flow organization, retirement planning and risk assessment.
They prefer to spend life focusing on their families and careers, rather than sorting through the increasingly difficult and complex world of personal finance. They entrust us to be a part of their team.
We are proud to work with our clients across decades and generations. It’s not uncommon for our conference room to fill with two or three generations, all collaborating, all on the same page.
We are privileged to serve clients from all backgrounds, but a large portion of them fall into one of the three P’s: physicians, professors and public employees. In addition, we serve a number of small business and farm owners and quite a few retirees.
We work every day to earn and maintain the trust of the clients we are privileged to serve. We actively seek ways to make their lives better and genuinely enjoy helping.
They recognize the value of their time – and our expertise. In our work together, we strive to create clarity through customized planning and empowerment through ongoing education.
We genuinely enjoy and respect our client families. We look forward to seeing them and go out of our way to find opportunities to make their lives easier.
The Memorial Day weekend is usually the beginning of the summer driving season, and — not coincidentally — often a high point in the annual ups and downs of gas prices. This year, almost 37 million drivers hit the road…
Most Americans will receive Social Security and Medicare benefits at some point in their lives. For this reason, workers and retirees are concerned about potential program shortfalls that could affect future benefits. Each year, the Trustees of the Social Security…
The FOMC concluded their monetary policy meeting today, which, as expected, resulted in no change to the fed funds rate—currently targeted to a range of 1.75-2.00%. There were no dissenting votes. The formal narrative again was positive in its assessment…
The Gross Domestic Product (GDP) report came out last week and showed that the economy grew at a rate of 4.1% last quarter; the highest growth rate in the last 4 years. A common question we get from our clients…
Do you have a student loan (or two)? Interest rates on federal student loans are set to rise for the second year in a row. This table shows the interest rates for new loans made on or after July 1,…
Once a quarter, we like to give a team update to let you know what’s going on in our lives both personally and professionally. Here’s what the second quarter of 2018 looked like for us. Taking advantage of all the sunshine we have…
Did you know that one of five people in our community go to bed hungry every night? Marion Polk Food Share is working hard to change that. Their programs range from emergency food supply, managing Meals on Wheels, coordinating incredibly fertile community gardens and…
Happy summer! The second quarter of this year brought with it some more of the volatility we experienced in Q1. While the market movements weren’t as wide as the first quarter, political rhetoric and interest rate changes continued to keep…
Productivity continues to be a debated topic, and the subject of both academic and more practical white papers, with no clear-cut conclusion reached, although hopes and expectations for improvement from current low levels are widespread. A recent report by consultant…
Prior to our client meetings, we send out a brief questionnaire to understand what we can prepare in advance to assure our time together is valuable. In a recent questionnaire, a client asked a great question, “How will the latest tax reform…
Talk About Trade The majority of the market questions we’ve received over the last three months have been on trade. The back and forth between the White House and China (and most recently, Canada and Mexico) have some of you…
In working with their estate planning attorney, many of our clients choose to name a child or other family member as their successor trustee. In most cases, that individual has little to no experience serving in this important capacity. Here’s…
You know how when you buy a new car, you suddenly see ‘your’ car everywhere, though you never really noticed it before? That’s what’s been happening with me and the Roth IRA lately. They’ve been around for over 20 years but…
