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.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Here are five facts about Social Security that are important to keep in mind.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Here are five facts about Social Security that might surprise you.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, covering how bond laddering works.
Are you ready for retirement? Here are five words you should consider.
Taking your Social Security benefits at the right time may help maximize your benefit.
What if instead of buying that home, you invested that money?