Adam Finch, and Mike Rautiola are CFP® professionals. We offer a comprehensive review of your finances with no strings attached.
Plan to maintain your desired lifestyle before and during retirement.
Our goal is to help you to enjoy your money while we diligently manage your investment assets.
University Fidelity & TIAA CREF Accounts
We focus on the unique opportunities and challenges afforded to University & Hospital faculty and staff.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The Best Apps in Travel
Technology tips to make your next trip even better.
It's important to make sure your retirement strategy anticipates health-care expenses.
Apps that help small business owners better manage and grow their business.
Understanding the economy's cycles can help put current business conditions in better perspective.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
When should you take your Social Security benefit?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There’s an alarming difference between perception and reality for current and future retirees.
Smart investors take the time to separate emotion from fact.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.