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.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Good employee health can be great for the company’s bottom line.
Gaining a better understanding of municipal bonds makes more sense than ever.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Term insurance is the simplest form of life insurance. Here's how it works.
Understanding the economy's cycles can help put current business conditions in better perspective.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What are your options for investing in emerging markets?
A bucket plan can help you be better prepared for a comfortable retirement.
Here’s a quick guide to checking to see if you have unclaimed money.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The decision whether to buy or rent a home may have long-term implications.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”