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.
You share your goals and dreams.
We help you plan for your future.
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.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How do the markets usually react to elections? Was the 2016 election any different?
Smart investors take the time to separate emotion from fact.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
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.