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.
Life Insurance Myths: Debunked
Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Life insurance proceeds are generally tax-free. But not in all cases.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Earnings season can move markets. What is it and why is it important?
Federal estate taxes have long since been a lucrative source of funding for the federal government.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
When you retire, how will you treat your next chapter?
Bucket lists don’t have to be for tomorrow.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
What does your home really cost?