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Retirees

Whether you are close to enjoying or are already enjoying retirement, our firm focuses on income planning, social security maximization, and investment management to help you enjoy your hard-earned money through your retirement years. Our expertise in corporate pension and rollover facilitation will help assure that you make the transition to retirement as smooth as possible.

Business Owners

As entrepreneurs ourselves, we sit on the same side of the table and understand your concerns. Implementing effective employee benefit plans and tax minimization strategies are what we do for many businesses every day.

Corporate Professionals

Navigating corporate benefits, managing your corporate retirement account, evaluating stock options, consolidating prior employer accounts, and staying on top of current market trends can be overwhelming. Our focus is to consolidate your financial condition to a clear, concise picture and implement a plan to your success.

Products & Services

Planning & Advisory Services

Create a lasting legacy. It is important to coordinate all aspects of your finances to help accomplish your highest purpose.

Investments

Invest in what matters. We believe there is wisdom in systematically saving over a period of time using a principled investment strategy.

Insurance

Protect what’s important. We believe that purchasing appropriate insurance doesn’t demonstrate a lack of faith but rather prudent planning.

Helpful Content

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

 

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

A Look at Systematic Withdrawals

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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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.

Your Cash Flow Statement

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

Tax Management Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, covering how bond laddering works.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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