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
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Life insurance proceeds are generally tax-free. But not in all cases.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
What kind of auto insurance should you have? Do you know?
An increasing number have been developed to help individuals with their personal finances.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator demonstrates the power of compound interest.
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
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What are your options for investing in emerging markets?
How do the markets usually react to elections? Was the 2016 election any different?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What does your home really cost?