Your Year-End Financial Checklist
Year-end is a great time to optimize your financial situation. Use our year-end financial checklist (and download) as your guide.
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Gain Confidence in Your Financial Plan
A Pragmatic Approach to Managing Your Money
It often feels like life has never been more complicated. Our experienced team’s mission is to take one very important yet complex thing off your plate to help put everything else in balance.
Kevin A. Caldwell, CFP®
Principal
Jeffrey Kikoler, JD, CFP®, CFA®
Principal
Inspiring you to feel confident in your decisions is what we’re passionate about.
We believe in giving back to the community and aligning our resources with our values.
To keep you informed, we regularly write blog entries on topics relevant to your life.
Explore Our Services
If you’re looking for ongoing and comprehensive service to address every aspect of your finances, our fee-based financial planning and investment management may be the right fit for you.
If you don’t want to move your assets but still want professional insight into your finances to ensure you’re on the right track, our flat-fee planning consultations might be what you’re searching for.
The Election and Your Money
Get a financial advisor’s data-based perspective on what happens to the stock market during election years and the impact on financial planning.
What to Do With Unused 529 Funds
Leftover money is certainly a good problem to have, but what exactly can you do with unused 529 funds? Here are your options.