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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Signs of a Scam…and How to Resist It
Discover four common practices that might help you identify and avoid scams.
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Child Tax Credit for 2021: Will You Get More?
This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.
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Avoiding Probate
Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.
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NFTs and Blockchain: What You Should Know About the Digital Collectibles Craze
A nonfungible token is a unique digital asset authenticated by blockchain. This article discusses its potential and potentially high risks.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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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?