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
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
A look inside the U.S. government's statistics on household net worth.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
It's important to understand the pros and cons when considering a prepaid debit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
$1 million in a diversified portfolio could help finance part of your retirement.
What if instead of buying that vacation home, you invested the money?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There are three things to consider before dipping into retirement savings to pay for college.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.