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 Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
To choose a plan, it’s important to ask yourself four key questions.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
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.
Pundits say a lot of things about the markets. Let's see if you can keep up.
You’ve made investments your whole life. Work with us to help make the most of them.
There’s an alarming difference between perception and reality for current and future retirees.
It’s never a bad time to speak with your financial professional about changes in your situation.
Do you know how to set up your financial goals for success? This knight does.
How does your ideal retirement differ from reality, and what can we do to better align the two?