Working closely with our clients, we assist in the development of a financial and investment plan that best suits their needs. We strive to provide personalized professional services to individuals and businesses alike who have questions concerning retirement options as well as strategies to tackle any economic uncertainty. We are keenly aware of the effect taxes have on investment performance and the transfer of assets to heirs. Let us assist you to develop and implement an effective planning strategy. Do not get caught unprepared for retirement. Our experienced and qualified staff can assist you with wealth management services of all types, including:
Wealth Creation • Tax Deferred Investments • Tax Controlled Investments • Separately Managed Accounts • Qualified Retirement Plans (401k) • Non-Qualified Retirement Plans • Stretch IRAs
Wealth Preservation • Risk Management • Life Insurance • Long-term Care Insurance • Disability Insurance • Trusts
Wealth Transfer • Estate Planning • Irrevocable Life Insurance Trusts • Living Trusts • IRA Distributions We provide financial planning and investments. We do not practice law. A qualified attorney will need to prepare legal documents, should they be required.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Do you know where the idea of “retirement” comes from?
Understanding how a stock works is key to understanding your investments.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When do you need a will? The answer is easy: Right Now.
Here’s a crash course on saving for college.