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
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Don’t overlook the need for renter’s insurance if you rent your home.
The federal government requires deceased individuals to file a final income tax return.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Learn all about Medicare basics in this informative and insightful article.
Understanding the types of extended care services—and what those services could cost—may be critical.
A quick look at how federal income taxes work.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
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.
Check out this video to begin separating fact from fiction.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Have you explored all your options when it comes to managing your taxable income?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.