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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

The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Surprises

Surprises

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

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

 

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

3 Estate Challenges for Blended Families

If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Saving for College

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

Contributing to an IRA?

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

Paying Off a Credit Card

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

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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.

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

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.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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