Custom Financial Solutions Tailored To Our Clients Needs
Our view is that every person, family or business owner has a different financial situation, different objectives and different attitudes about risk and reward. Our vision is to help our clients truly understand their situation, identify goals, and to work together with clients to design a plan to help them get there by utilizing a holistic financial planning process.
Whether it is retirement planning, college funding, employee benefits, estate planning, saving for that dream home or all of the above, every situation deserves a solution as unique as the individuals that we serve.
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Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Building Your Legacy
A four-step framework for building a personal legacy.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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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.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.