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
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Retirement Plan Choices for Small Businesses
Retirement choices can be intimidating. Picking the right strategy.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Preserve your hIgh net worth with these foundational tips.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
The item most homeowners forget on their home improvement project checklist is insurance.
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Imagine your ideal post-pandemic retirement with this animated video.
Have you explored all your options when it comes to managing your taxable income?
When do you need a will? The answer is easy: Right Now.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A couple become Retirement Plan Detectives, searching records from old employers.