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
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Do your insurance needs stay the same when the nest empties?
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
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 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
Around the country, attitudes about retirement are shifting.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
How will you weather the ups and downs of the business cycle?
Women must be ready to spend, on average, more years in retirement than men.
Here is a quick history of the Federal Reserve and an overview of what it does.