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.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
This calculator can help you estimate how much you may need to save for retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Here’s a crash course on saving for college.
How do the markets usually react to elections? Was the 2016 election any different?
A bucket plan can help you be better prepared for a comfortable retirement.
How will you weather the ups and downs of the business cycle?
Understanding the cycle of investing may help you avoid easy pitfalls.
Do you know how to set up your financial goals for success? This knight does.