Our Mission

Our only mission is to help you “Live Life Intentionally”, by achieving your financial and life goals in order for you to live your Ideal Life, the life you were meant to live.

We understand that every person has a unique vision of their Ideal Life.  We want to partner with you to become your Personal Financial Officer, helping to identify what you most value in life and defining the role money will play in your vision. 


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Latest Blog Posts

New IRS Tax Rates and Deductions for 2021

Although a year away, your 2021 tax planning should have already started.

Amidst all the pandemic news and 2020 election drama, many might have missed that the IRS also quietly published new 2021 tax rates in late October and a there are plenty of changes that will impact taxpayers in 2021. While it’s more than a year away (these changes are for 2021 returns filed by taxpayers in 2022), there are a few changes that you should know about. 

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Small Business Optimism Declines While Finding Qualified Employees Remains a Problem

Small Business Optimism declines


Small Businesses Optimism

The National Federation of Independent Business was founded in 1943 and is the largest small business association in the U.S. The NFIB collects data from small and independent businesses and publishes their Small Business Economic Trends data on the second Tuesday of each month. The Index is a composite of 10 components based on expectations for: employment, capital outlays, inventories, the economy, sales, inventory, job openings, credit, growth and earnings.

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Capital Gains for the 2020 Season Could be Huge

This year looks to be a record year for capital gain distributions.

When an investor sells a stock for more than the purchase price, the investor experiences a capital gain (it is simpler to call it a profit, but let’s stick to some technical terms for a minute). For example, if you bought Amazon at $2,000 back in July of 2019 and sold it for $3,000 in November of 2020, the capital gain would be $1,000.

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