We offer comprehensive financial and wealth planning for individuals looking to attain core value financial goals. When working with individual clients, the theme of "where life and money come together" is at the forefront of our approach. Many individuals desire a working comprehensive plan designed to take a snapshot of their current assets and available financial resources in light of their goals. This financial life planning approach offers clients a contact to discuss the many financial decisions they are confronted with on a day to day basis. Many of the decisions made in one area of financial planning have a domino effect on other key financial planning areas. Therefore, we believe a holistic approach to a client's financial planning needs is most beneficial. Following the plan, investment and insurance products are implemented in an effort to reduce shortages and/or compliment surpluses in relationship to the client's financial life goals.
We also specialize in the integration of business and personal financial planning. By offering comprehensive financial planning services for small to medium size businesses, we are able to bridge the gap a business owner is confronted with regarding the overlap between their business financial needs and their personal financial needs.
Retirement Income Planning
Do you know if you have enough money to retire? Do you have enough retirement assets to last your lifetime? Do you already have an income distribution plan? Please click here to learn more about a strategy our office offers.
Personal Financial Website
We give you a real-time Personal Financial Website - a 24/7 "command center". Here you can see current data and reports about your investments, and just as important, your plan. You also have access to a firewall-protected, password-secured electronic "vault" for critical documents such as insurance policies, trusts, bank and portfolio statements and key contracts.
The ability to "have it all" in one place is invaluable. You are keystrokes away from accessing the information vital to your financial, legal, tax and business affairs. Your advisors, attorneys, and CPAs can access the information at your discretion - and that makes collaboration easier.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Here's a breakdown of how the federal government spends your tax money.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Try these activities to keep your brain sharp.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This calculator demonstrates the power of compound interest.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
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.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
It's easy to let investments accumulate like old receipts in a junk drawer.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What if instead of buying that home, you invested that money?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.