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 Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
You’ve made investments your whole life. Work with us to help make the most of them.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Term insurance is the simplest form of life insurance. Here's how it works.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Learn about all the parts of Medicare with this informative and enjoyable article.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
At what point can you call a personal vehicle commercial?
Explore the growing influence women wield over the economy with this handy infographic.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
For women, retirement strategy is a long race. It’s helpful to know the route.
Do you know these three personal finance sayings?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are three things to consider before dipping into retirement savings to pay for college.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”