We are committed to improving our clients’ quality of life with proactive wealth management strategies that enable our clients to create a lasting legacy. We build relationships to become true advocates for our clients and their families. Being an independent Investment advisory firm, means we are committed to your financial security with our wealth of resources, strategic partners and dedication to honesty and integrity.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Here are five facts about Social Security that are important to keep in mind.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The uncertainties we face in retirement can erode our sense of confidence.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, cracking the code on bonds.
The decision whether to buy or rent a home may have long-term implications.
$1 million in a diversified portfolio could help finance part of your retirement.
Do you have causes that you want to support with donations?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
In the world of finance, the effects of the "confidence gap" can be especially apparent.