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
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
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Don’t overlook the need for renter’s insurance if you rent your home.
Four vacation destinations you might never have thought of.
There are four very good reasons to start investing. Do you know what they are?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you should be saving for college.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Have you found yourself suddenly single? Here are 3 steps to take right now.