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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

Disability Income

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Annuity Comparison

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

 

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

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

Your Cash Flow Statement

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

5 Smart Investing Principles

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

Managing Your Lifestyle

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

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Don't Buy The Hype

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

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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