EXPERIENCE & MULTI DISCIPLINARY PLANNING APPROACH
With over 150 years of combined experience, we know proper financial planning requires a comprehensive set of disciplines. That's why our team includes financial planners, with backgrounds as attorneys, accountants and bankers, and advisors that have earned their MBA, CFP® certification, Chartered Financial Consultant and Chartered Life Underwriter designations.
IMPARTIAL ADVICE FROM AN INDEPENDENT FIRM
Your financial goals are the focus of our firm. We have maintained our independence so that we can offer our clients a comprehensive array of solutions and financial products that best meet their goals and objectives.
“We are an independent financial planning firm committed to helping our clients grow and preserve their wealth.”
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
How to help determine life insurance needs to provide for your family after you pass away.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Apps that help small business owners better manage and grow their business.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Knowing the rules may help you decide when to start benefits.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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.
Using smart management to get more of what you want and free up assets to invest.
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Smart investors take the time to separate emotion from fact.
Around the country, attitudes about retirement are shifting.
Estate conservation is too important to put off. Do you have a smart exit strategy?
There are three things to consider before dipping into retirement savings to pay for college.