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
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
How Income Taxes Work
A quick look at how federal income taxes work.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
An increasing number have been developed to help individuals with their personal finances.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some key concepts to understand when investing for retirement
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.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Estate conservation is too important to put off. Do you have a smart exit strategy?
If you died, what would happen to your email archives, social profiles and online accounts?
There are nearly 1,200 ETFs available. Should you invest in them?
Investors seeking world investments can choose between global and international funds. What's the difference?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.