Legacy You Can Count On
Today, our financial goals and concerns are multifaceted. We understand that the right financial plan for you isn’t necessarily right for everybody else. We take the time to analyze and understand all of the factors that contribute to your financial picture. Because of this approach, we are able to integrate a financial strategy that fits into your lifestyle and is designed to get you to the place you want to be in the future. We know how important it is to put the clients’ needs first, and that is why all of our plans are personalized.
Our approach to financial planning follows four focal points: “The Four P’s”.
- Protect- saving for your financial future
- Preserve- investing for financial goals
- Prepare- for living in retirement
- Plan- estate planning strategies
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Tax preparation may be the perfect time to give the household budget a check-up.
How to help determine life insurance needs to provide for your family after you pass away.
Second marriages are a trigger event to revisit any existing estate strategies.
For some, the social impact of investing is just as important as the return, perhaps more important.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine your potential long-term care needs and how long your current assets might last.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
This calculator compares the financial impact of leasing versus buying an automobile.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
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.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Here’s a crash course on saving for college.
A special needs trust helps care for a special needs child when you’re gone.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
There are a few things to consider when buying or leasing your next vehicle.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.