Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
When to start? Should I continue to work? How can I maximize my benefit?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
There are some smart strategies that may help you pursue your investment objectives
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There’s an alarming difference between perception and reality for current and future retirees.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
It’s never a bad time to speak with your financial advisor about changes in your situation.