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.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
What can be learned from the savings rate?
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Term insurance is the simplest form of life insurance. Here's how it works.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Have you explored all your options when it comes to managing your taxable income?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.