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.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
You’ve made investments your whole life. Work with us to help make the most of them.
Making the most of surprises is a great reason to work with us.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
$1 million in a diversified portfolio could help finance part of your retirement.