OUR MISSION: “Through comprehensive planning and our
proactive investment process, we help reduce financial stress,
creating a more enjoyable life for our clients.”
UNPARALLELED SERVICE
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
Helpful Content
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?