Helping You Plan Your Financial Future
Retirement Planning- Many people spend more time planning their annual vacation than they spend planning for the longest vacation of their life. You need a retirement road map.
401(k) Accounts - If your're still employed we can help you efficiently allocate your account. When you’re ready to retire, we’ll walk you through the process and help you take control of this asset so that it may provide income for life.
Wealth Preservation- Will Rogers said that he was more concerned with the return of his money than the return on his money. We understand this sentiment and have strategies that may help you prudently grow your capital.
Risk Management- A two-step process: determining what risks exist in an investment and then handling those risks in a way best-suited to your investment objectives.
Intergenerational Wealth- Maintain control of your assets throughout your life and still carry out an efficient and hassle free asset transfer to your children, grandchildren or other heirs.
Life Insurance- Accidents happen; protect yourself with life insurance, long term care, and estate planning.
Newsletters
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Qualified Charitable Distributions
Discover how qualified charitable distributions work and why they may now be more valuable than taking a tax deduction.
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Seeking Synergy: Why Mergers and Acquisitions Matter to Investors
Find out how and why mergers and acquisitions take place (and why they matter to investors).
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Retirement Plans for the Self-Employed Dangle Tax Benefits
Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.
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HOT TOPIC: 1040 Postmortem: Making Sense of Your Taxes and Withholding
Surprised by the final numbers on your 2018 tax return? Here are some tips for adjusting withholding to help avoid surprises next tax season.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?