You are the center of our Financial Planning practice. Our passion is creating personal financial plans with focussed Investments so you can achieve, maintain & preserve your Financial Independence. LEARN MORE: "Everything in One Place" your assets at your fingertips CLIENT ACCESS ONLY: "Everything in One Place Dashboard Log In"
"Somewhere there is a map of how it can be done."
~ Ben Stein
You are the center of our Financial Planning practice. Our passion is creating personal financial plans with focussed Investments so you can achieve, maintain & preserve your Financial Independence.
LEARN MORE: "Everything in One Place" your assets at your fingertips
CLIENT ACCESS ONLY: "Everything in One Place Dashboard Log In"
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
For some, the social impact of investing is just as important as the return, perhaps more important.
For many, retirement includes contributing their time and talents to an organization in need.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Three things to consider before dipping into retirement savings to pay for college.
Smart investors take the time to separate emotion from fact.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
How will you weather the ups and downs of the business cycle?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Recent changes in estate tax laws could affect the strategy you have in place.