WHO WE SERVE
Chip has been helping blue-collar millionaires plan for and transition into retirement for more than 20 years.
Although our site is filled with educational videos, articles, presentations and calculators these tools are not meant to replace the personal relationship of a dedicated financial professional.
Helpful Content
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
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Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
When Markets React
When markets shift, experienced investors stick to their strategy.