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.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
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?
A few strategies that may help you prepare for the cost of higher education.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Purchasing homeowners insurance is critical for protecting your home.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
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.
Estimate how much you have the potential to earn during your working years.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Women must be ready to spend, on average, more years in retirement than men.
Do you know these three personal finance sayings?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
With alternative investments, it’s critical to sort through the complexity.
What does your home really cost?
It’s never a bad time to speak with your financial advisor about changes in your situation.