John Litscher, CFP®
Andrew Seaborg, MS
MEET OUR TEAM
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
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Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.