Quality Financial Advice and Wealth Management
We help manage the financial affairs of a select group of families. Our financial planning services are designed to help clients articulate their dreams and aspirations through personal attention and advice. We develop customized plans to address a broad spectrum of your family's financial affairs.
We believe that investment decisions must be made in the context of each client’s individual goals and desires. We do this by providing you financial advice that is tailored to your specific goals, thereby giving you peace of mind.
Should I Invest In REITs?
Are Real Estate Investment Trusts right for your portfolio?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Do you know where the idea of “retirement” comes from?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, cracking the code on bonds.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Around the country, attitudes about retirement are shifting.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”