Your Financial Future
The economic environment today presents many challenges. The headlines are frightening and the repercussions of wrong or poor decisions are potentially disastrous. That is why educating our clients makes us different.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Then we look holistically and comprehensively at all of your financial situations to piece together a plan that will work cohesively. Your plan is then re-evaluated regularly to allow changes as your financial issues and goals change.
Our clients are our family. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation for success. We want you to bring concerns no matter what troubles you with confidence in our passion, pride, focus and confidentiality.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us any questions you may have regarding particular investment concepts or products. We will get back to you quickly with a thoughtful answer.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Do you have an estate strategy? You should.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
In the face of divorce, making changes to insurance coverage may be overlooked.
What does the Tax Reform and Jobs Act mean for you?
Retirees traveling abroad need to know that their health insurance travels with them.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
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.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What are your options for investing in emerging markets?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Here are five facts about Social Security that might surprise you.
Have you found yourself suddenly single? Here are 3 steps to take right now.
All about how missing the best market days (or the worst!) might affect your portfolio.