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
Sit, Stay, Rollover: A Guide to IRA Rollovers
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
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.
Being healthy not only makes you feel good, it may also help you financially.
Don’t overlook the need for renter’s insurance if you rent your home.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Important items to consider when purchasing condo insurance.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
What can be learned from the savings rate?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Changes are coming to Social Security on May 1st, 2016.
Have you explored all of your choices when it comes to managing your taxable income?
Do you have causes that you want to support with donations? Here are three tips.
Agent Jane Bond is on the case, infiltrating the world of bonds.
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.