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.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The uncertainties we face in retirement can erode our sense of confidence.
It's important to understand how inflation is reported and how it can affect investments.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
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.
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.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
When do you need a will? The answer is easy: Right Now.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Have you found yourself suddenly single? Here are 3 steps to take right now.
There are three things to consider before dipping into retirement savings to pay for college.