Charles Schwab & Co. is our custodian for all client accounts
We have created this site to help you gain a better understanding of wealth preservation, investing, saving for retirement, and estate planning. Equally important, we hope you see the value of having Mark Burkhardt, our portfolio manager with over 30 years of experience, help you realize all of your financial goals.
Here you will find a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
Our firm is dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
Newsletters
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Eight Ideas for Smarter Holiday Shopping
Whether shopping online or hitting the mall this holiday season, these tips might help save time and money.
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Read a Good Beige Book Lately?
The Federal Reserve’s Beige Book provides a concise narrative overview of the economy in each of the 12 Federal Reserve Bank Districts and is readily available to the public.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.