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
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Learn all about Medicare basics in this informative and insightful article.
However exciting retiring abroad may sound, it deserves considerable planning.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A special needs trust helps care for a special needs child when you’re gone.
Even low inflation rates can pose a threat to investment returns.
If you died, what would happen to your email archives, social profiles and online accounts?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Savvy investors take the time to separate emotion from fact.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.