Your Year-End Tax Planning Checklist
Year-end tax planning is vital for maximizing wealth and minimizing costs. Get our tips and a downloadable checklist.
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®
Financial Planner
Principal
Jeffrey Kikoler, JD, CFP®, CFA®
Financial Planner
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.
6 Benefits of Financial Planning You Will Wish You Knew Sooner
Explore the benefits of financial planning and learn how this invaluable process can provide clarity and confidence while alleviating stress.
Why Time in the Market Beats Timing the Market
It is hard to hold your ground when the stock market gets volatile, but here’s why time in the market beats timing the market every time.