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.
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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.
Tax preparation may be the perfect time to give the household budget a check-up.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
There are things about Social Security that might surprise you.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
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.
What are your options for investing in emerging markets?
Three things to consider before dipping into retirement savings to pay for college.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Understanding the cycle of investing may help you avoid easy pitfalls.