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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The uncertainties we face in retirement can erode our sense of confidence.
Is your estate in order? This short quiz may help you assess your overall strategy.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A bucket plan can help you be better prepared for a comfortable retirement.
When should you take your Social Security benefit?
Peer-to-peer payment apps are one of the newest ways to send money.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Even low inflation rates can pose a threat to investment returns.
Are you ready for retirement? Here are five words you should consider.