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
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.