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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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Living trust are popular, but their appropriateness will depend upon your individual needs and objectives.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Don't let procrastination keep you from pursuing your financial dreams and goals.
However exciting retiring abroad may sound, it deserves considerable planning.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work in 2012 to pay federal tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
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.
If you died, what would happen to your email archives, social profiles and online accounts?
Recent changes in estate tax laws could affect the strategy you have in place.
Understanding the cycle of investing may help you avoid easy pitfalls.
Have you explored all of your choices when it comes to managing your taxable income?
Learn how to harness the power of compound interest for your investments.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”