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
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Four vacation destinations you might never have thought of.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
A look inside the U.S. government's statistics on household net worth.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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
Here are five facts about Social Security that might surprise you.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Women must be ready to spend, on average, more years in retirement than men.
The market is as unpredictable as the weather. We’d love to help you prepare.
Estate conservation is too important to put off. Do you have a smart exit strategy?