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."
Count on the expertise of Certified Financial Planner™ Professionals to educate you, de-mystify complex topics and empower you to make informed decisions
We reduce the financial worries that keep you up at night by helping to manage risk, protect your family, and enabling you to pursue your goals
We do the research, analysis, comparisons, and management of your finances so you have more time to do what you love
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.Contact Us
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
This checklist can give you a quick snapshot of how prepared you are.
When to start? Should I continue to work? How can I maximize my benefit?
When you’re married and have children, insurance needs will be different.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Lifestyle considerations in creating your retirement portfolio.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
There are hundreds of ETFs available. Should you invest in them?
When you retire, how will you treat your next chapter?
There’s an alarming difference between perception and reality for current and future retirees.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Do you have causes that you want to support with donations?