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.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Sustain financial well-being or create wealth through these actions.
Five creative (and inexpensive) ideas for motivating your employees.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
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
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here’s a quick guide to checking to see if you have unclaimed money.
What are your options for investing in emerging markets?
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Doing your research is key before buying a vacation home.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.