Your life...your legacy.
Just as you seek a doctor's expert opinion regarding aspects of your physical health, it is equally important to consult with qualified specialists regarding matters of financial health. We believe that regardless of your current stage in life, the time to start planning is now. Our team is equipped with the expertise and resources required to develop strategies that will improve your financial well-being. We employ a comprehensive, holistic approach to financial management and specialize in the following:
- Retirement planning and analysis
- Tax planning
- Cash flow and budget analysis
- Education planning
- Trust and estate analysis
- Asset management
Our objectives are simple: to assist you throughout all of life's financial transitions, to provide you with the best unbiased, independent advice and investment services, and to protect your legacy for generations to come.
If any of the following statements sound familiar to your situation, call us today and we can begin the journey to financial independence:
- I want to better manage my finances, but I don't know where to start.
- I think I'll be able to retire in a few years, but how can I know for certain?
- I'm saving a little money here and there, but what will it all mean down the road?
- I just don't have the time to manage my own financial plan.
- I'm ready to set specific goals and take control of my financial future.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
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What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
It sounds simple, but paying yourself first can really pay off.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
When to start? Should I continue to work? How can I maximize my benefit?
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Are Real Estate Investment Trusts right for your portfolio?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Around the country, attitudes about retirement are shifting.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
You’ve made investments your whole life. Work with us to help make the most of them.
Roth IRAs are tax advantaged in a different way from traditional IRAs.