Welcome to our website! We have created this site for our clients and those considering our services to serve as a resource for your financial planning needs. You can access a wide variety of helpful articles on various financial topics. We also have financial planning calculators* to help with almost any financial situation. We encourage you to e-mail us and use this site as an additional line of communication to our office. We will respond to your questions and comments as quickly as possible. Come back often and visit, as there will always be something new for you to explore. Enjoy your visit! Visit out Featured Links to access other helpful sites.
Current clients may access their WealthOne Portal by clicking the Client Login button below.
*Interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
Newsletters
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Saving for College: 529 Plan vs. Roth IRA
529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?