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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

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

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.

Lifetime of Earnings

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

 

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Saving for College

This calculator can help you estimate how much you should be saving for college.

A Look at Systematic Withdrawals

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

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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.

Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

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

Your Cash Flow Statement

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

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

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

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