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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”.

                

  1. Protect- saving for your financial future
  2. Preserve- investing for financial goals
  3. Prepare- for living in retirement
  4. Plan- estate planning strategies

 

 

 

 

 

 

 

Helpful Content

Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

 

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

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