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.
Making the most of surprises is a great reason to work with us.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
How long does a $20 bill last?
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Gaining a better understanding of municipal bonds makes more sense than ever.
To choose a plan, it’s important to ask yourself four key questions.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
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
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
How do the markets usually react to elections? Was the 2016 election any different?
Taking your Social Security benefits at the right time may help maximize your benefit.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here are five facts about Social Security that might surprise you.
Are you ready for retirement? Here are five words you should consider.