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
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
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.
Read this overview to learn how financial advisors are compensated.
How low can you go? We’re not talking about the limbo. We’re referring to sovereign bond rates.
“Listen, money doesn’t grow on trees.”
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Medicare’s popular program, offering free gym membership and health education.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Check out this video to begin separating fact from fiction.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
There are hundreds of ETFs available. Should you invest in them?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A bucket plan can help you be better prepared for a comfortable retirement.
What are your options for investing in emerging markets?