Wealth Management | Estate Planning
"We are financial advisors for a select group of affluent families, business owners and professionals. Our clients are looking for, among other things, to secure their retirement and financial goals and to create a family and charitable investment legacy. Our team has developed and refined a process that helps affluent families & individuals with growing their investments, and preserving and passing down their assets in the most tax efficient manner. We call this process the Wealth Legacy Approach."
We are taking on new clients. Please reach out to schedule an appointment to see if we are the right fit for your needs.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
When do you need a will? The answer is easy: right now.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Recent changes in estate tax laws could affect the strategy you have in place.
There are hundreds of ETFs available. Should you invest in them?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.