Having a financial planning practice in a barn may seem to be unique in itself, but the "Law of the Farm" has everything to do with how I approach my planning relationships with clients.Learn More
My primary focus is working with education professionals, as well as their families and friends. I strive to help them evaluate, plan, and implement a strategy for today and all their tomorrows.Learn More
Your needs and well-being will always be my priority. This commitment compels me to remain unbiased, and implement objective planning and investment strategies.Learn More
Welcome to My Front Porch
Welcome. I’m Craig Wright, a financial advisor, and I’d like to invite you to experience a different kind of financial guidance. For some, financial discussions can be unfamiliar, somewhat confusing, and, frankly, a little boring. Even so, a careful evaluation of your financial well-being is a crucial foundation for pursuing your dreams. I’ve found it’s much more beneficial to have these conversations with a refreshing lemonade in hand while enjoying a gentle breeze and swinging on the front porch when the weather is pleasant. There will be ample time to run detailed evaluations, create graphs, and construct a comprehensive plan for your today and all your tomorrows.
Let’s get started by spending some time together on the front porch where families used to gather, where neighbors would stop by to visit, and where real relationships were forged. It is that “front porch experience” that breathes life into the financial guidance you will receive. I look forward to visiting with you and helping you pursue your financial dreams. There’s no day like today to get started, so come on over and sit a spell!Contact Us
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Determine your potential long-term care needs and how long your current assets might last.
What role would taxes play in your investment decisions?
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Making the most of surprises is a great reason to work with us.
Do you have causes that you want to support with donations?
For women, retirement strategy is a long race. It’s helpful to know the route.
Here’s a crash course on saving for college.
Even low inflation rates can pose a threat to investment returns.
Learn about the importance of having an estate strategy in this helpful and informative video.