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.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Purchasing homeowners insurance is critical for protecting your home.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
It's important to understand the pros and cons when considering a prepaid debit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
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.
It's easy to let investments accumulate like old receipts in a junk drawer.
$1 million in a diversified portfolio could help finance part of your retirement.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Would you guess that Millennials are effectively saving for retirement? Well, they are.