Financial Planning & Investment Management
We work with families and businesses by helping them grow and protect their investments. We are fee-based investment advisors who put the client’s needs ahead of our own. We focus on the goals of the client and build a financial plan around those goals. We follow time-tested principles to deliver consistent advice to our clients and help them achieve their goals.
Whether it be crafting tax-advantaged strategies, helping to create an estate plan, or planning for long term care, we are here for our clients.
How We Help:
· Retirement Plan Consulting (Profit Sharing, 401k & 409a)
· Long Term Asset Growth
· Wealth Protection
· Planning for Retirement Income
· Charitable Planned Giving
· Equitable Estate Distribution
Tools We Use:
· Tax-Efficient Managed Accounts
· Stocks & Bonds
· Exchange Traded Funds & Mutual Funds
· Institutional Research Tools and Services
· Life Insurance & Annuities
· Disability & Long Term Care Insurance
· Certified Public Accountants
· Tax & Estate Planning Attorneys
· Third-Party Custodians, Recordkeepers and TPAs
· Property & Casualty Insurance Brokers
· Employee Benefits Advisors
· Commercial & Personal Bankers
· Real Estate Brokers
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The Half Million Dollar Baby
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Exit Strategies of the Rich and Famous
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Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
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 will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
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.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
$1 million in a diversified portfolio could help finance part of your retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Pundits say a lot of things about the markets. Let's see if you can keep up.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.