Personalized Planning for a Confident Financial Future
YOUR FINANCIAL PARTNER
The foundation of our approach is a deep planning perspective that we use to design a comprehensive financial plan to help you pursue your distinct goals. We are your financial partner – we work collaboratively with you to establish a strategy that you understand, are comfortable employing and feel confident following toward your dreams.
Whether you want to plan for retirement, manage risk, save for college education, plan your estate – or all of those – we have the experience and resources to help. You know your goals. We know financial planning. Together, we can help you discover financial confidence.
If you’re not confident about your financial plan, let’s talk. No pressure. No commitment. Just a conversation about your financial well-being.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Try these activities to keep your brain sharp.
There are four very good reasons to start investing. Do you know what they are?
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
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.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Are you ready for retirement? Here are five words you should consider.
Taking your Social Security benefits at the right time may help maximize your benefit.
All about how missing the best market days (or the worst!) might affect your portfolio.
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?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.