We are a team of advanced planning professionals who combine varying levels of expertise in multiple planning disciplines, servicing high net worth individuals, small business owners as well as professional practices. Our areas of expertise are Insurance, Wealth Management, and Succession Strategies.
We provide a consolidated, unbundled approach to insurance, wealth management, and business succession strategies with special emphasis on managing the eroding effects of taxes wherever possible. Their ultimate objective is to exceed your highest expectations.
Our Mission Statement
Our clients will always come first. We will embrace your priorities, objectives, and concerns. We will know and fully understand your personal and financial situation before we provide you with the information, services, and products tailored toward your specific and unique situation.
Our ultimate objective is to exceed your highest expectations.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Understanding the value of a home warranty.
Important items to consider when purchasing condo insurance.
Even if you’re young and single, you should still consider protecting yourself.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Do you know these three personal finance sayings?
Are you ready for retirement? Here are five words you should consider.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.