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We seek to serve you as your most trusted advisor, guiding you through all of your life’s milestones
How We Serve
We put your interests before our own, helping you safely and efficiently reach your financial goals with minimum stress, risk, and taxes!
What We Offer You
The resources of a large firm, with the undivided, personal attention of a small practice
Customized Financial Strategies For the Many Milestones in Life
As a Baby Boomer, you probably thought you never get older. But you have and now need to prepare for or improve upon your situation going into retirement.
Yours is far different than that of your parents. They had more stability with pensions, social security and a strong stock market that helped them.
Boomers on the other hand, are dealing with an unstable future with Social Security, the majority of boomers don’t have pensions, and you all share a very unpredictable stock market.
Some have done very well and prepared for this time over many years. However, sadly, the majority has not and this brings the startling realization that for the last 40 years of working, you've had a steady paycheck, but it's not going to be that simple in retirement.
You are now in charge of your own financial lives and future. You no longer have a boss who tells you what to do, the HR department to figure out the details of your health insurance, or that steady paycheck that was deposited into your bank account on a regular basis.
Because of all this, WHERE you get financial advice from matters now more than ever.
In his book “Money: Master the Game”, Tony Robbins states…
Download Our Tax Reform Ebook!
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
Helpful Content
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
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.
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.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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.
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.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?