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
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The true cost of raising a child may be far more than you expect.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Do your insurance needs stay the same when the nest empties?
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
This calculator can help you estimate how much you may need to save for retirement.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
What if instead of buying that vacation home, you invested the money?
Making the most of surprises is a great reason to work with us.
Learn about what risk tolerance really means in this helpful and insightful video.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There’s an alarming difference between perception and reality for current and future retirees.
Here are five facts about Social Security that might surprise you.