We’re Here to Guide You to a Better Future – and We Think it’s the Highest Calling of Our Profession.
Financial Planning – Education Planning –– Retirement Planning –– Estate Planning
These are some of the most difficult and intimidating decisions of your life—especially if you’re making them alone and only partially informed. The good news is you don’t have to do it that way.
We’d like to extend you an invitation to talk about your possibilities, answer your questions, address your issues, and perhaps alleviate those concerns that have been on your mind. We’d like to encourage you to draw from 27 years of experience in helping people create a plan that enriches their financial future.
It begins with a casual conversation.
Isn’t it about time?
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
A letter of instructions provides additional and more personal information regarding your estate.
Is your estate in order? This short quiz may help you assess your overall strategy.
Knowing the rules may help you decide when to start benefits.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work in 2012 to pay federal tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Here are five facts about Social Security that might surprise you.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Understanding the cycle of investing may help you avoid easy pitfalls.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.