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.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Do you have an estate strategy? You should.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Here is a quick history of the Federal Reserve and an overview of what it does.
Learn how to harness the power of compound interest for your investments.
A special needs trust helps care for a special needs child when you’re gone.
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?