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.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Purchasing homeowners insurance is critical for protecting your home.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Try these activities to keep your brain sharp.
Ascertaining the value of your business is important for a variety of reasons.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What if instead of buying that vacation home, you invested the money?
Do you know these three personal finance sayings?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Even low inflation rates can pose a threat to investment returns.