Wealth Management Beyond the Pie Chart A Trusted Partner Personalized Approach Your Personal Chief Financial Officer



ARE YOU READY FOR YOUR NEXT BIG ADVENTURE?

If you're like 93% of Americans, you're looking forward to retirement.
But are you really prepared for what lies ahead?
Our free ebook can help you find out. Register today to receive your copy of
"Retire Happy: A Simple Guide to Your Next Big Adventure."



 

Personalized Financial Strategies For the Many Milestones in Life

In an ever-changing financial climate, it can be challenging to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. Without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.

We are an independent wealth management firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with unbiased advice and recommendations. Everyone’s situation, values and objectives are different. It is our utmost goal is to get to know you in order to provide personalized strategies that will grow with you throughout your life. We take pride in helping growing families and pre-retirees pursue their financial dreams.

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Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Retirement and Quality of Life

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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