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.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Tax preparation may be the perfect time to give the household budget a check-up.
Military families face unique challenges, making personal finance even more critical.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to compare the future value of investments with different tax consequences.
Using smart management to get more of what you want and free up assets to invest.
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.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Investors seeking world investments can choose between global and international funds. What's the difference?
Learn how to harness the power of compound interest for your investments.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are nearly 1,200 ETFs available. Should you invest in them?
$1 million in a diversified portfolio could help finance part of your retirement.