Charting the Course to Financial Freedom
Imagine for a moment what your life would be like if you had a financial strategy based on what was truly important to you, where all your financial resources are working in harmony to help accomplish what you most deeply care about.
Every great accomplishment has a sound strategy behind it, and creating the financial future you desire is no different. Creating a plan is a process. It can help provide clarity, freedom and confidence and put you on the path towards a full and joyful life.
We look forward to helping you make your goals and the dreams beyond your goals a reality.Contact Us
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
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.
This checklist can give you a quick snapshot of how prepared you are.
Here’s a guide to explain all the parts of Medicare.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
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.
How federal estate taxes work, plus estate management documents and tactics.
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 smart strategies that may help you pursue your investment objectives
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
You’ve made investments your whole life. Work with us to help make the most of them.
How do the markets usually react to elections? Was the 2016 election any different?
Estate conservation is too important to put off. Do you have a smart exit strategy?
$1 million in a diversified portfolio could help finance part of your retirement.
When markets shift, experienced investors stick to their strategy.