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.”
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.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Here's a breakdown of how the federal government spends your tax money.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
The true cost of raising a child may be far more than you expect.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
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.
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.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Agent Jane Bond is on the case, cracking the code on bonds.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What are your options for investing in emerging markets?
In life it often happens that the answers to our most pressing questions are right in our own backyards.