Good financial planning takes more than actual time - it takes direction
We strongly believe in teamwork when it comes to providing clients with service and recommendations. Applying a team approach to our business allows us to individually specialize in different products and services within our industry. This brings, to our clients, higher confidence in our recommendations and the ability to work with a personal “financial staff.”
We sell products and services from many companies and are always willing to present and explain multiple options. This means that our recommendations are not hindered or influenced by inventory or contract quotas.
Our management team includes over 25 years of formal and professional education, professional accomplishments and successful careers in the financial services industry. Our clients can be assured that they are working with a group of committed individuals who have been able to stand the test of time in a highly industry.
We use state-of-the-art technology combined with a variety of sources to stay informed about the constant changes in the economy and financial markets. This means that we are always ready and prepared to update our clients with timely market and economic information.
We do our best to determine the individual objectives and needs of our clients. It is our desire to provide our clients with the advice and products that apply to their personalized situations and risk tolerances. Our clients know that we can and will provide them only with choices that apply to their needs.
Click here to learn more about our Retirement Services
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Tax preparation may be the perfect time to give the household budget a check-up.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess how many days you'll work in 2012 to pay federal tax liability.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
How will you weather the ups and downs of the business cycle?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learning more about gold, and its history, may help you answer that question.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Recent changes in estate tax laws could affect the strategy you have in place.
$1 million in a diversified portfolio could help finance part of your retirement.