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.
Saving on Fitness Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This worksheet can help you estimate the costs of a four-year college program.
It's important to understand the pros and cons when considering a prepaid debit card.
Earnings season can move markets. What is it and why is it important?
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
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.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Recent changes in estate tax laws could affect the strategy you have in place.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Have you explored all of your choices when it comes to managing your taxable income?
Investors seeking world investments can choose between global and international funds. What's the difference?