Planning today for the potential of tomorrow.
Our personalized financial planning process is designed to explore your goals, dreams, values, and financial objectives. Each one of our clients has different goals and expectations for their wealth, and we specialize in developing custom strategies to support their goals. We pledge to honor our clients’ trust in us by giving them only objective advice, guidance, and strategies best suited to meet their personal goals.
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.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Military families face unique challenges, making personal finance even more critical.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
How long does a $20 bill last?
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Regardless of how you approach retirement, there are some things about it that might surprise you.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
Enter various payment options and determine how long it may take to pay off a credit card.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How will you weather the ups and downs of the business cycle?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
How do the markets usually react to elections? Was the 2016 election any different?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
When do you need a will? The answer is easy: Right Now.