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Your Visit. Your Experience. Your Planner. Your Plan.

Unique Approach

 

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.

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Educator Focused

 

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.

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Fiercely Independent

 

Your needs and well-being will always be my priority. This commitment compels me to remain unbiased, and implement objective planning and investment strategies.

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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!

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Helpful Content

Interested in a Fuel Efficient Car?

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Home Mortgage Deduction

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Breaking Down the Parts of Medicare

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

 

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

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Learn how to support your local businesses and your community during this trying time with this beautiful infographic.

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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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).

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Surprises

Making the most of surprises is a great reason to work with us.

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