Making A Difference In Your Financial Future
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletters, articles, calculators, and research reports as well as access to your investment accounts.
Our firm's experience as Certified Public Accountants gives you access to over 20 years of experience in accounting systems using QuickBooks, business management, development and controllership services as well as income tax planning and preparation experience for businesses and individuals. We serve businesses to help individuals.
As Certified Financial Planners, we use a comprehensive approach focusing on the 8 wealth management issues to focus our attention on your most pressing financial needs. We’re here to help educate you about the basic concepts of wealth management and take action towards your financial goals.
Doug's affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM provides him with state-of-the-art, real-time technology, back office support systems, comprehensive research, due diligence, and an exceptional array of highly competitive, non-proprietary financial alternatives, securities and services.
We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Being healthy not only makes you feel good, it may also help you financially.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A bucket plan can help you be better prepared for a comfortable retirement.
Are Real Estate Investment Trusts right for your portfolio?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The market is as unpredictable as the weather. We’d love to help you prepare.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.