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.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Building Your Legacy
A four-step framework for building a personal legacy.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Learn when it may not make sense to file a claim on your home insurance.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
For homeowners who think their property taxes are too high, there are ways to appeal.
Five strategies for managing your student debt.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator demonstrates the power of compound interest.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
It’s never a bad time to speak with your financial professional about changes in your situation.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What are your options for investing in emerging markets?
With alternative investments, it’s critical to sort through the complexity.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The decision whether to buy or rent a home may have long-term implications.