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.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Explore the growing influence women wield over the economy with this handy infographic.
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Purchasing homeowners insurance is critical for protecting your home.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are three things to consider before dipping into retirement savings to pay for college.
Here’s a quick guide to checking to see if you have unclaimed money.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
There are hundreds of ETFs available. Should you invest in them?
Why are 401(k) plans, annuities, and IRAs so popular?
Would you guess that Millennials are effectively saving for retirement? Well, they are.