We are a team of advanced planning professionals who combine varying levels of knowledge 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.
Helpful Content
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate Your RMD
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?