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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.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
For some, the social impact of investing is just as important as the return, perhaps more important.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Couples may be able to head off many of the problems in a marriage that money can cause.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.