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
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Understanding the value of a home warranty.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The item most homeowners forget on their home improvement project checklist is insurance.
What can be learned from the savings rate?
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
How federal estate taxes work, plus estate management documents and tactics.
Investors seeking world investments can choose between global and international funds. What's the difference?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Around the country, attitudes about retirement are shifting.
Here’s a crash course on saving for college.
Make your retirement as exciting as your next vacation.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.