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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Ascertaining the value of your business is important for a variety of reasons.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Try these activities to keep your brain sharp.
The uncertainties we face in retirement can erode our sense of confidence.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
All about how missing the best market days (or the worst!) might affect your portfolio.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A special needs trust helps care for a special needs child when you’re gone.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.