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
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Reasons to retain your coverage into your retirement years.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
An amusing and whimsical look at behavioral finance best practices for investors.
When should you take your Social Security benefit?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are a few things to consider when buying or leasing your next vehicle.
For women, retirement strategy is a long race. It’s helpful to know the route.
Here’s a quick guide to checking to see if you have unclaimed money.