OUR MISSION: “Through comprehensive planning and our
proactive investment process, we help reduce financial stress,
creating a more enjoyable life for our clients.”
Can you imagine navigating the ocean without a map or marine radar? Why would you try to map out your retirement without a wealth plan? Our Enhanced Planning Services and Proactive Investment Process will guide you from where you are today to where you want to be in the future. We will review your current financial position, help you envision your ideal retirement, and then map out a plan to help you pursue your vision. Take a look at what we offer:
- Portfolio Management
- Wealth Planning
- Risk Management
- Proactive and Courteous Service
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There are common mistakes you can avoid when saving for retirement.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
When considering life insurance, it's important to understand your options.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
A few strategies that may help you prepare for the cost of higher education.
Retirees traveling abroad need to know that their health insurance travels with them.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
You’ve made investments your whole life. Work with us to help make the most of them.
When you retire, how will you treat your next chapter?
Around the country, attitudes about retirement are shifting.
Learn about the importance of having an estate strategy in this helpful and informative video.
Bucket lists don’t have to be for tomorrow.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?