Your Financial Future
In today’s ever-changing and complicated world everyone needs a plan. Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the foundation of our success.
It’s all about proactively building the life you want to live for you and your loved ones, as well as, being in a position to affect the things in life you care about. Whether it is planning for retirement, building a business, financing your children’s education or building a legacy there’s no better time to start than now.
A successful financial plan is a fluid, collaborative process. It must be user-friendly and flexible enough to make adjustments as needed - whatever life throws your way. We want your financial plan to be based upon your life and your needs, not on any financial institution’s self-interest. As a fee-based financial planning firm, having advisors affiliated with an independent broker-dealer, we have the flexibility to offer fully customized financial plans and investment advice.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Lifestyle considerations in creating your retirement portfolio.
To choose a plan, it’s important to ask yourself four key questions.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
These food myths will really put a drain on your wallet.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
That big list of dreams and goals isn't the only way to look at your bucket list.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Women must be ready to spend, on average, more years in retirement than men.
A bucket plan can help you be better prepared for a comfortable retirement.
There are three things to consider before dipping into retirement savings to pay for college.