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.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
It's important to understand how inflation is reported and how it can affect investments.
There are things about Social Security that might surprise you.
Good employee health can be great for the company’s bottom line.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
It's easy to let investments accumulate like old receipts in a junk drawer.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Here are five facts about Social Security that might surprise you.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?