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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
What’s the deal with your yearly free credit report?
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
There are common mistakes you can avoid when saving for retirement.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Bonds may outperform stocks one year only to have stocks rebound the next.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Here’s a crash course on saving for college.
Smart investors take the time to separate emotion from fact.
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.
It's easy to let investments accumulate like old receipts in a junk drawer.
Agent Jane Bond is on the case, cracking the code on bonds.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”