Understanding What Makes Us Different
At our firm, we believe everyone can have the exact retirement they want, but it takes dedication and discipline. We wake up every day with a sense of why we come to work. We come to work to coach and inspire our clients to accomplish their goals.
Just like our clients don't attain their goals overnight, our company is consistently marching towards it's greater self. The work we’re doing now is better than the work we did six months ago and the work we’ll be doing in six months will be better than what we’re doing now. That is my promise to you. Our only benchmark is how can we be better for you than we have been in the past.Contact Us
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
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.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Couples may be able to head off many of the problems in a marriage that money can cause.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There are hundreds of ETFs available. Should you invest in them?
There are a few things to consider when buying or leasing your next vehicle.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What is your plan for health care during retirement?