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.
Helpful Content
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Rightsizing for Retirement
What does your home really cost?
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
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How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.