Getting Ready to Retire
You have worked hard over the years to take care of your family and save for retirement. We’re here to help your finances work just as hard for you.
Retiring With Peace
We do this so you can live the life you dream of and are prepared for the expected and the surprises alike.
Taking Care of Your Employees and Yourself
Balance personal and professional needs with support on retirement plans, employee benefits, your exit, and more.
Making Strategic Investments
Bring professional help to your investment strategy as you seek to grow and maintain your wealth.
In Loving Memory of Leonard S. Marrella, PhD
Eternal rest grant unto you, O Lord, and let perpetual light shine upon you.
You’ll always have a home base here.
We are with you over the years, continually seeking to add value to your life.
Virgil Kahl, CPA, CFP®
President & Owner
Tune into “The Money Doctor.”
Our founder Virgil Kahl hosts a weekly radio show to share her take on the markets and answer all your questions.
Tuesdays at 6pm
Available on WEEU: 830 on your AM dial, or
wherever you listen to radio.
Financial Calculators
Explore how a mortgage, savings goal, retirement income and more might affect your budget.