Is Your Financial Advisor Costing You a Fortune? Your Tax Return Reveals the Truth
Learn how to review your tax return for potential opportunities and problems with your financial strategy and advisory relationship.
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.
2025 Stock Market Commentary
Feelings of economic doom and chaos are causing widespread concern in today’s financial landscape, fueling emotional contagion. What can you do?
7 Common Tax Mistakes and How to Avoid Them
No one enjoys taxes, but failing to think ahead or making errors can cost you. Learn about seven common tax mistakes it is best to avoid.