Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who are patient and understand the importance and value of professional advice and guidance.
Whether you’re facing retirement—or looking to better steward your Finances—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer
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Helpful Content
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Building Your Legacy
A four-step framework for building a personal legacy.
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?