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.
Systematic Withdrawals in Retirement - Clear and Wrong?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Military families face unique challenges, making personal finance even more critical.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
For many, retirement includes contributing their time and talents to an organization in need.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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
When do you need a will? The answer is easy: right now.
What does your home really cost?
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
What are your options for investing in emerging markets?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
With alternative investments, it’s critical to sort through the complexity.