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.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Here are 5 reason why you may consider working through retirement.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
This checklist can give you a quick snapshot of how prepared you are.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
This worksheet can help you estimate the costs of a four-year college program.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
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.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are a few things to consider when buying or leasing your next vehicle.