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Will you outlive your money or will your money outlive you?
We provide our clients with financial confidence in an uncertain future.
We help our clients build a worry-free financial future and a comfortable, secure retirement through comprehensive financial planning and prudent investment strategies. Our clients are mostly high-net-worth individuals and small business owners who are seeking to develop a long-term relationship with a trusted advisor.
We understand that everyone’s retirement and life dreams are different, and we specialize in developing completely customized strategies that are designed to help you get closer to your life goals. Making the right financial decisions is critical to building wealth, and we provide the prudent advice, guidance, and support that our clients need to stay on track.
We work closely with other independent experts to help you:
- Increase your net worth
- Protect your wealth
- Leverage tax-efficient financial strategies to pay less in taxes
- Prepare for the comfortable retirement of your dreams
A tax-efficient financial strategy may help you pursue your goals and dreams. We design these strategies for successful people who want to maintain and enhance their standard of living and their net worth, while reducing their income tax and estate tax burden.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
It's important to make sure your retirement strategy anticipates health-care expenses.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
A quick look at how federal income taxes work.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Are you ready for retirement? Here are five words you should consider.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
It's easy to let investments accumulate like the junk in a junk drawer.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Here are five facts about Social Security that might surprise you.