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.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Simple steps may help you foil hackers and protect your privacy.
How long does a $20 bill last?
Lifestyle considerations in creating your retirement portfolio.
Try these activities to keep your brain sharp.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
A quick look at how federal income taxes work.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Do you know these three personal finance sayings?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There are hundreds of ETFs available. Should you invest in them?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What is your plan for health care during retirement?