What is your Risk?

Geoff Cook - CFP, CHAIP

Ever wonder what the odds are of death, illness or disability is?Here is a calculator that is quick and easy to use. It shows what the probability of a single person or a couple is of incurring these...

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Insurance

Geoff Cook - CFP, CHAIP

Your insurance needs will fluctuate throughout your life. There is a lot of great insurance solutions out there, and we are happy to be able to shop the whole market for you and stay with you for a lo...

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Dont Forget These Two Simple Steps When Estate Planning

The pure purpose of Estate Planning is to make an efficient transfer of wealth. Period.Efficiency of Estate Planning is measured in two parts:1) Tax: It is important to plan your estate in a way that will transfer wealth in a tax-efficient manner—s...

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