Meet Our Family of Fee-Only Websites

Are You Retiring?

Changing jobs? Considering an IRA or ROTH IRA Rollover? Do you have other questions? Let us help you.

Save for College & Get Tax Savings

A 529 college savings plan is like a Roth IRA by investing after-tax contributions, with no taxes on gains if used for qualified expenses. Some states even provide additional deductions. Got a question about them? We can help.

Do You Need an Attorney?

Our expert network of attorneys can help you navigate the legal system and understand your rights and options. Protect your interest and let us help you,

Going through a Divorce?

We can help you make informed decisions, assess yourfinancial situation, negociate a potential settlement and/or if necessary be prepared to litigate. This is a difficult and stressful time. Let us help you.

Protect Your Legacy Now

Is it time to create or update your will? Would you like to minimize estate taxes? Do you need a trust? Do you need a second opinion? Let our experts help you.

Are Your Dreams & Goals Achievable?

Can you retire at 62? Do you still need to work? Will you have enough savings? How can you pay for college? Are you paying too much in taxes? Do you have other questions? Let us help you.

Do You Need Help with Your Taxes?

Are you looking to pay less income taxes? Undergoing an IRS or state tax audit? Do you need expert tax advice from a CPA? Or do you have other federal or state tax questions? Let us help you. IRSAdviser.com is a trusted resource with no government affiliation. The IRS web site is located at IRS.GOV and individuals can call at 1-800-829-1040.

Turning 65? Need help choosing a Medicare Plan?

Are you overwhelmed? We can provide 100% independent and 100% objective to steer you in the right direction. Medicare-Adviser.com is a trusted resource with no government affiliation. We don't sell policies and don't charge commissions. The government's web site is located at Medicare.gov and may be contacted at 1-800-MEDICARE.

Retire with Confidence

Take control of your retirement with the help of our independent FEE-ONLY financial advisers. We can assist you in creating and implementing a customized retirement plan to fit your needs ensuring you can retire on your own terms and not leave your future to chance.

Do You Need Expert Guidance with Social Security?

Is it time to retire? Should you collect early or postpone? Do you have other questions? Let a FEE-ONLY financial adviser help you maximize your benefits. SocialSecurity-Adviser.com is a trusted resource with no government affiliation. The government's web site is located at www.sss.gov and may be called at 1-800-772-1213.