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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Second marriages are a trigger event to revisit any existing estate strategies.
Learn a little about worldwide currency in this fun infographic
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When markets shift, experienced investors stick to their strategy.
Here’s a crash course on saving for college.
Around the country, attitudes about retirement are shifting.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Make your retirement as exciting as your next vacation.