Legacy You Can Count On
Today’s financial goals and concerns are multifaceted. Our clients’ needs come first, and we understand individual financial plans and goals are personal and specific. By utilizing a holistic analysis, planning, and implementation process, we customize a financial strategy designed for your future.
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
Helpful Content
Social Security: The 64,000 Dollar Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgement.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The Mattress Dilemma: Where to Stash Your Savings?
Americans are saving more these days.1 Especially millennials. We know why to save: For emergencies, for retirement, to afford big-ticket dreams like home ownership or opening a business. But how to save is another matter.
The Pros and Cons of Banking Your Money
The Pros and Cons of Banking Your Money
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
The 12 Steps to Living Confidently: How to Cut Your Expenses
The advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to finance well.
Financial Hacks for Millennials: Student-Debt
Here are seven ways to reduce that debt and live more confidently.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Understanding Dividends
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.