Helping you achieve a sense of well-being through wealth management and life planning.
There is more to financial planning than simply managing your assets. Our clients take control of their future guided by our comprehensive problem-solving approach. On-going education and a focus on personal well-being as well as financial strategies will help you pave the way.
- Comprehensive Wealth Management Planning
- Families with special needs children
- Wealth management for women
- Exit strategies for business
Life in a Box
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Bursting the Bubble
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Don’t overlook the need for renter’s insurance if you rent your home.
To choose a plan, it’s important to ask yourself four key questions.
Bonds may outperform stocks one year only to have stocks rebound the next.
Tax preparation may be the perfect time to give the household budget a check-up.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Pundits say a lot of things about the markets. Let's see if you can keep up.
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, covering how bond laddering works.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.