Helping clients confidently make well informed decisions about their financial future.
- Understand and optimize Social Security Income claiming choices,
- Evaluate risk tolerance in a manner the clients understand,
- Align our clients’ personal risk tolerance to the risk of their current portfolio,
- Thoroughly analyze and report the true cost of our clients’ investments,
- Prepare a plan that is consistent with our clients’ goals and
- Leverage our financial plan as a road map for our clients’ investment decisions.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Building Your Legacy
A four-step framework for building a personal legacy.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Understanding the value of a home warranty.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Important items to consider when purchasing condo insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A bucket plan can help you be better prepared for a comfortable retirement.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
What if instead of buying that vacation home, you invested the money?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.