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Our Approach

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.

 

Helpful Content

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

 

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

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