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.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
A change in your mindset during retirement may drive changes to your portfolio.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
What can be learned from the savings rate?
Bonds may outperform stocks one year only to have stocks rebound the next.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Term insurance is the simplest form of life insurance. Here's how it works.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you have causes that you want to support with donations? Here are three tips.
How does your ideal retirement differ from reality, and what can we do to better align the two?
$1 million in a diversified portfolio could help finance part of your retirement.
What does your home really cost?
How do the markets usually react to elections? Was the 2016 election any different?