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
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
How Income Taxes Work
A quick look at how federal income taxes work.
How literate are you when it comes to your finances? Brush up with these five basics.
Second marriages are a trigger event to revisit any existing estate strategies.
Tax preparation may be the perfect time to give the household budget a check-up.
Are women prepared for a 20-year retirement?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Read this overview to learn how financial advisors are compensated.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
If you died, what would happen to your email archives, social profiles and online accounts?
Check out this video to begin separating fact from fiction.
Learn about cyber liability insurance in this entertaining video.
When do you need a will? The answer is easy: Right Now.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
$1 million in a diversified portfolio could help finance part of your retirement.