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
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.