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RECENT ARTICLES
August 2026
August- NEWSLETTER -2026Something PersonalSomething Personal from SammieMade New!My husband Nick, and I recently decided to take the next step in our faith by publicly dedicating ourselves to the Lord and declaring our faith through baptism. We were baptized together...
Donor-Advised Funds: A Simple Way to Make Charitable Giving Easier
Donor-Advised Funds: A Simple Way to Make Charitable Giving EasierIf charitable giving is part of your financial plan, you may have heard the term donor-advised fund (DAF). While the name sounds technical, the concept is fairly straightforward. A donor-advised fund is...
July 2026
July- NEWSLETTER -2026Something PersonalSara became a Gramie!On the evening of June 10, 2026, our grandson, Rhys Alan Hoskins, was born to our eldest son, Sean, and his wife, Melanie. Weighing 7 pounds, 12 ounces and measuring 20 inches long, Rhys surprised us all by...
Imagine your ideal retirement. Does it involve travel or time with grandkids? How about difficult financial decisions or the fear of outliving your savings? We didn’t think so.
Our job is to take the strain out of those decisions. We want to make sure that your income is set up to accommodate your desired lifestyle, that it is protected given your tolerance for risk. We consider the tax-efficiency of your stream of income and how we can help you keep more of the money you have earned. Finally, we want to ensure that your wishes are protected when it comes time to pass on your legacy.
RECENT ARTICLES
August 2026
August- NEWSLETTER -2026Something PersonalSomething Personal from SammieMade New!My husband Nick, and I recently decided to take the next step in our faith by publicly dedicating ourselves to the Lord and declaring our faith through baptism. We were baptized together...
Donor-Advised Funds: A Simple Way to Make Charitable Giving Easier
Donor-Advised Funds: A Simple Way to Make Charitable Giving EasierIf charitable giving is part of your financial plan, you may have heard the term donor-advised fund (DAF). While the name sounds technical, the concept is fairly straightforward. A donor-advised fund is...
July 2026
July- NEWSLETTER -2026Something PersonalSara became a Gramie!On the evening of June 10, 2026, our grandson, Rhys Alan Hoskins, was born to our eldest son, Sean, and his wife, Melanie. Weighing 7 pounds, 12 ounces and measuring 20 inches long, Rhys surprised us all by...