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.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Beware of these traps that could upend your retirement.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
For many, retirement includes contributing their time and talents to an organization in need.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
These food myths will really put a drain on your wallet.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Here are five facts about Social Security that might surprise you.
Taking your Social Security benefits at the right time may help maximize your benefit.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A bucket plan can help you be better prepared for a comfortable retirement.
Making the most of surprises is a great reason to work with us.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.