You are viewing a preview location.
Broker Check
Bridging the Confidence Gap Tuning Your Social Security Benefit The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times

Helping Individuals

We can help take some of the mystery out of preparing for your financial future.

Learn More

Business Owner Planning

We offer insight and information for employers and employees.

Learn More

Investment Strategies

Guidance that can help you understand and better define your financial goals.

Learn More

Welcome to Private Wealth Financial Partners

What you do today determines your direction, your prosperity and your future.

When you engage our services, you benefit from financial planning and personal service unparalleled in the industry. We take the time to fully understand you and your needs. Then we provide you with the information, advice and alternatives you need to make informed decisions about your financial future.

Our firm's philosophy - "Serve First, Last and Always℠" - was conceived over 60 years ago by legendary manager Stuart Smith and still drives our business today. Learn More

Helpful Content

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

 

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

View all articles arrow

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

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

An Inside Look at Retirement Living

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Should You Invest in Exchange Traded Funds?

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

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

View all videos arrow