Helping Clients Invest in Their Financial Dreams
With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. Lets us provide a complimentary evaluation and proposal. If we can't add value to your life, we won't ask you to add value to ours. Contact us to take the first step.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Couples may be able to head off many of the problems in a marriage that money can cause.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
These food myths will really put a drain on your wallet.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
If you died, what would happen to your email archives, social profiles and online accounts?
There are three things to consider before dipping into retirement savings to pay for college.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
What is your plan for health care during retirement?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
$1 million in a diversified portfolio could help finance part of your retirement.