We understand your need to control your financial destiny.
Our personal, comprehensive and objective approach will provide what you're really looking for - peace of mind.
Our Services
In addition to these services, we maintain trusted professional resources in areas of estate, business formation & succession, and tax planning.
Our Publications
September Commentary: All Gas, No Brakes!
All Gas, No Brakes | Steve Henderly, CFA Printer Friendly PDF: September 2025 Commentary Sports teams love slogans – some memorable, some regrettable. One of the more overused in recent years is the phrase “All Gas, No Brakes”. Catchy yes, but good advice? Probably not. “All Gas, No Brakes” seems apt for describing markets since […]
Understanding the New Tax Provisions for Businesses
2025 August – New Tax Provisions for Businesses The Big Beautiful Bill, passed last month, introduced several tax changes that significantly impact businesses. To help you navigate these updates, here’s a concise list of key provisions effective in 2025 and beyond, tailored for business owners:
Understanding the New Tax Provisions for Parents
LINK Understanding the New Tax Provisions for Parents The Big Beautiful Bill, passed last month, introduced several tax changes that significantly impact parents. To help you navigate these updates, here’s a concise list of key provisions effective in 2025 and beyond, tailored for parents:
August Commentary – Christmas in July
Christmas in July | Steve Henderly, CFA Printer Friendly PDF: August 2025 Commentary Most think of Christmas as a December holiday, but the idea of “Christmas in July” dates back to the 1930s. Summer camps and resorts in the U.S. began celebrating the holiday in July to capture some of the magic of the season […]
-0-
Commissions or Hidden Costs; Fee-Only
2006
Year Founded
40+
Years of Experience
100%
Client Focused