Your Financial Future
Today's economic environment presents many challenges. But along with these challenges come opportunities and potential rewards for those who can identify long-term trends.
Whether you're preparing for retirement, college savings, or estate planning we can help you address your most pressing financial matters.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles & presentations designed to help you learn more about the world of personal finance.
We can help you address your needs of today and for many years to come. We utilize a stringent process to customize a financial plan for you. Retirement planning has never been more important or more difficult. We can provide clarity.
We work with retirees, families & companies across the country. We look forward to working with you through all the stages of your life.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Even low inflation rates over an extended period of time can impact your finances in retirement.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The year’s end is the perfect time to do these 12 things.
Lifestyle considerations in creating your retirement portfolio.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Estate conservation is too important to put off. Do you have a smart exit strategy?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Are Real Estate Investment Trusts right for your portfolio?
You’ve made investments your whole life. Work with us to help make the most of them.
Have you explored all your options when it comes to managing your taxable income?