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
Rightsizing for Retirement
What does your home really cost?
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The start of marriage should be all love–not debt.
The LGBTQ community has fought hard for fundamental human rights, from workplace treatment and healthcare to marriage and family planning. These milestones in LGBTQ rights, coupled with strong financial habits, can help create...
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
How low can you go? We’re not talking about the limbo. We’re referring to sovereign bond rates.
It sounds simple, but paying yourself first can really pay off.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
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
The chances of needing long-term care, its cost, and strategies for covering that cost.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
It’s never a bad time to speak with your financial professional about changes in your situation.
Making the most of surprises is a great reason to work with us.
Imagine your ideal post-pandemic retirement with this animated video.
There are a few things to consider when buying or leasing your next vehicle.
In life it often happens that the answers to our most pressing questions are right in our own backyards.